Xylan conf. call (post 8)
Lee, Sutro: WRT to OmniSR, when 5% of revs?
Kim: Higher than 10% in Q4. Have built a backlog. Most would be shipments to end users. We have very few channels stocking our products. We sell to end users and VARS, after they have P.O. from users. We normally ship direct to end users.
Dale: ALA moves a little more quickly than IBM. Expect, on OmniSR, to see something from ALA in Q4. On IBM, will see it in Q1.
Lavoy, MS: What % of revs. to carriers?
Dale: Double digit business. Growing faster than the corporate average. Nortel revs. were under $1M in quarter. Because of major ASIC developments, our price per port will come down significantly.
Kim: On Q4, flat Asia revenues. May see some opp. in 1999 for growth. Euro. is seasonal and ALA (this quarter). In 4Q, expect some good growth.
Ericson, Dain: Ethernet, ATM mix? Book to bill ratio, yet 1 to 1 ratio?
Dale: Majority of deals have involved ATM. As the world is starting to accept gigabit, may see some shift. Even recent experience is that majority of deals have involved ATM, particularly true in Euro. Majority of our deals in Euro are ATM. Significant majority are ATM. Quite a diff't mix than P.E.
Book to bill does include Omni SR bookings.
Kelly, MS: You only mentioned CSCO. What about compet. environment as to others?
Dale: CS has been a weaker competitor in past year, enter some of their installed base. Some weakening from BAY. 3COM not in our space, except Texas A&M deal. Reality in this business: CSCO is the clear leader in networking. They are the folks that we have to beat and that we do beat. |
