Bruce, I believe the reference to the Chatsworth project was more inline w/EXTR's products, not Junipers, & targeted at the Enterprise, not the carrier/CLEC markets. As for EdgeBlaster, the VPN segment has a ways to go & Noam did state that several additional features would be on display during the upcoming trade shows. Not many of us are doing voice over IP yet, & we are early in a market that it trying to find its form. Fortunately, the products from NAC, Charlottes, HyperChannel, & the OSR 8000, 'SilverShadow' CWDM, & Wireless FiberDriver, when delivered, should provide for immediate results.
Not predicting an 'explosion', but anybody with a few bucks to invest & a horizon of a couple of qtrs. should be adequately rewarded. What do you think the impact to the bottom line will be when we are selling $300,000 OSRs & $500,000+ MetroFusions? I too have been frustrated by the stocks lack of performance, yet I think we all can see how this could turn out to be a substantial investment opportunity.
Regis |
