Pat--
Thanks for the actual H&Q report, I was counting on you. Overall, my impression of the report is a validation of the analysis presented on this board in the recent past. In terms of fundamentals going forward, could you comment on a few things?
First,
<< NN has already announced its 50/320 gig products, with the 50Gig in labs this fall and the 320 following shortly thereafter.>>
Are you confident of the development status of the 50/320gig, in that it appears critical to continuation of success NN is currently enjoying?
Secondly, Alan has postponed commenting on IP progress during Telehub CC and most recent, indicating he would address during this quarter's CC. I trust you are comfortable with this aspect of business, as well?
Finally, no reference of the Telehub/VASP joint venture was made in the H&Q report. I'm sure expectations are unpredictable, however the ability to deliver network solutions vs switches only, could have far reaching implications, especially in competing with Ascend et al.
Thanks again,
Jeff |
