Brett --
I just listened to the CrossKeys conference call (replayed from this a.m.), and there were many comments that reflect well on NN. The AT&T contract, for example, is multi-year and will begin shipping this year. Can NN's part be much different from theirs? Also there was strong growth in Europe/MiddleEast/Africa. Big growth in SLAs and traffic management products from carriers.
In Asia/Pacific, their largest growth areas are Hong Kong, China, and Australia/New Zealand. Not sure if this reflects on NN, specifically, but it does reflect on global telco economics.
When asked about Asia as a whole, Mr. Selwyn said, "We see Asian market growing in absolute dollar terms."
CrossKeys key partners are NN, Siemens, and Digital, so it's not out of line to draw some conclusions between them and NN.
Later --
Pat |
