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Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?

To: Johnny Canuck who wrote (33107)	6/28/2001 4:58:25 AM
From: Johnny Canuck	Respond to of 70446

RBAK Pre-warning CC Notes: Q was back end loaded. Linearity did not improve over last Q as anticipated. Effect seen mostly in last 2 weeks. No order pushed out more than 1 Q. None at 6 months etc ... Gross margin actually improved 2 percent if you back out charges. Customers slowing down spending. Customer are WCG, SBC, Genuity and BLS. One new DSL win. One metro win in Q. Not lost market share, just spending slow down issue. 300 mil in cash. Bunrt 70 to 80 mil in Q. 30 mil in inventory write down. Should be better next Q. Competition: Usually see CSCO. In Asia seeing CSCO and some CIEN (not often). In Europe, seeing CSCO and NT. New competitor Unisphere. New products in Q1 and Q2 such as MPLS. Lack of features in new products not hurting sales though. Estimates of excess DSL capacity? No idea. Feels most increase for service not hurting customer demand though. All customers ILEC's or IXC's. IXC is located in Denver and owns an ILEC (who???).