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Technology Stocks : Rockwell-Spins off Conexant (CNXT) -- Ignore unavailable to you. Want to Upgrade?


To: FACTUAL who wrote (1804)12/6/2000 9:56:54 PM
From: SpecialK  Read Replies (1) | Respond to of 2013
 
Factual,
You like facts, I assume.
biz.yahoo.com

``Our Internet infrastructure business has grown 100 percent per year over the past two years and is currently delivering gross margins of approximately 65 percent,''
Decker continued. ``In the past eight months, we have augmented our strong internal product portfolio development with six acquisitions to build an Internet
infrastructure powerhouse capable of approaching $1 billion in revenues over the next calendar year.

Your comment on acquisitions leading to revenue, doesn't quite hold true. Margins seem comparable to the others.
The other divisions margins are lower and so the company as a whole have lower margins than the ones we compare to. When the networking division is compared separately, it compares favorably.

You should state where you find the bulk of revenues is multi-servce access business. Also, you should check and see that Analog Devices is also in the multi-service access business and they are also growing quite nicely.