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Technology Stocks : Verilink, long term hold?

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To: Si_Detective who wrote (397)	4/16/1998 8:24:00 PM
From: Baoho Chang	Read Replies (1) of 522

Hello, John and all. Just listened a replay of VRLK CC. Here is what I can remember. * For the next quarter or two, revenue will grow by about 5-10%. However, operating expenses will also grow so a slight loss is still expected for the next q. Expected to achieve profitability in the fiscal year 99, which starts from the second half of 1998 calendar year. R&D expenses will continue to be high for the next Q. * For the 1999 fiscal year, operating expenses will remain flat. * Sales to MCI and WCOM are still low but could be better next Q. * Wirelss related sales to Nortel and QCOM counts for 45% of the sales this Q. * More new product releases in the coming quarters. HDSL is in trial use this Q and will be in volume shipment next Q. If anyone have any corrections or additions, please do so. Regards, Baoho

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