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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Steve168 who wrote (18279)	12/31/2003 9:55:57 AM
From: Grommit	Read Replies (1) \| Respond to of 78525

Steve168, EONC things to think about... If we are not able to sustain our Millennium voice switching platform revenues, our business, operating results and financial condition could be harmed. We may not be able to sustain our Millennium revenues because the traditional private branch exchange (PBX) market, which accounts for a substantial portion of our Millennium revenues, is declining. One reason for the decline of the traditional PBX market is the emergence of voice switching platforms based on standard PCs. If we are not able to grow or sustain our Millennium voice switching platform revenues, our business, operating results and financial condition could be harmed. .... Even assuming 35% YOY revenue growth, and decent margins from the new products, I think $3.50 prices in just about everything going right. grommit