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To: Techplayer who wrote (109)8/4/2000 12:40:22 PM
From: stockman_scott  Respond to of 240
 
tp: You may be right that a major contract announcement will be the next catalyst to move up...I'm on board for the LONG RUN...;-)

-Scott



To: Techplayer who wrote (109)8/7/2000 5:38:57 PM
From: $Mogul  Read Replies (2) | Respond to of 240
 
In the prospectus it says that they have commited orders for $40M+ for 2001... more orders will follow, IMHO..just look at how fast JNPR established this.

We sell and market our products primarily through our direct sales force,
systems integrators and distributors. Our sales cycle typically comprises
consultation with our sales force and successful completion of laboratory tests
and field trials. The TSR is currently deployed in a segment of The National
Transparent Optical Network, an Internet initiative known as SuperNet. In
addition, Enron Broadband Services and Williams Communications have agreed to
future minimum purchases of the TSR totaling $45 million through 2001, subject
to successful completion of field trials. While there has been no commitment to
purchase equipment for deployment, the TSR has successfully completed
laboratory testing at AT&T and has been selected by AT&T for field trials. We
have also shipped the TSR to a limited number of other customers and
prospective customers.

We intend to continue to develop and provide the next generation of data
networking equipment that will power the core of carriers' optical networks
while establishing new standards for performance by:

. extending our technological leadership position;
. continuing to penetrate key carrier accounts;
. providing key technology to enable new carrier service offerings;
. expanding into new geographic markets; and
. relying on strategic outsourcing.


ostman.com