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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?

To: MikeM54321 who wrote (6020)	11/18/1999 6:47:00 PM
From: MikeM54321	Read Replies (1) \| Respond to of 12823

Re: Newbridge (sym:NN) Q2 2000 CC Notes Thread, Well I listened to most of the CC before being cut off. I suppose most investors will focus on the fact that the company is considering a buyout. I have to say, this sure isn't like a TLAB CC. They are so tight-lipped about details of what is selling. As opposed to TLAB who lays it all out there, good or bad. But I guess if you have the Titan cockaroach making up for R&D slip-ups, then it's easier to be forthcoming. Another strange thing, Terence(NN's CEO) wasn't in attendance. For future reference here are some stats I jotted down. But the key points I gathered was their current strong focus on access technology(Last Mile stuff). LMDS is extremely important, DSL is important. But the future, rides on their 50 Gig machine being sucessful as a replacement for their bread&butter 12 Gig machine, the Mainstreet 36170. As far as DSL, there are a ton of 36170s out there. I'm not sure the significance of this, but they did clearly say the DSL growth is coming from shipping line cards for the 36170s. But this is all mainly Europe from what I gather. What was most frustrating, was their lack of comments as to what they plan to offer SBC's Project Pronto. I have no idea why they have to be so tight lipped about it. And I have no idea how to read it. MikeM(From Florida) __________________________ -Revenues up 6% sequentially. -$481 million. -$341 came from LAN/Packet Products -$140 came from TDM products -Earnings are $.08/share (excluding) -Earnings are $1.52/share (including) -Have $832 million cash balance -Buying Stanford(LMDS specialist) for $375 mil cash -Carriers/ILECs are 82% of revenues -Enterprise is 18% -North America is 48%. Flat to down. -Europe is 41%. Up 35% yr to date? -Asia is 11%. Flat. LMDS -NN is only company shipping TDMA high speed wireless product -Europe is very sucessful and spectrum is just being allocated -See growth of 100% next Q for LMDS -LMDS is currently less than 10% of revenues DSL -DSL is larger than LMDS, but growing slower -DSL revenue is generated from line cards and CPE -Line cards do drop into the 36170 bread&butter switch -There is a MAJOR DSL customer annoucement coming up -Are building a DSLAM where Alacatel will be a key competitor. -SBC Project Pronto comments? None!