Very significant announcement
"ForeRunner''(R) ASX-4000, the first in a new family of ATM switches that can scale to over 100 Gbps. The switch,
which boasts up to 40 Gbps of non-blocking switching capacity, is also the first switch in the industry with OC-48c ATM ports. Providing a scalable, reliable, high-speed foundation for building networking solutions that last, the ASX-4000 is specifically designed for the backbone of large enterprise and high-performance desktop networks, and for IP (Internet Protocol) service providers."
This is a very key product, 2 key areas of OC48 and upto 100G switching; this takes FORE to the forefront and will maintain this lead for 1 + yr. None of the competitors even come close to have
OC48 + 100G at the Enterprise level
IMO, this product can contribute sequentially in the vicinity of 20% increase in revenue, and adjusting this to the current est of .64x45 should take the target price to 32$-35$ range. |
