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To: John Hayman who wrote (1424)	2/29/2008 8:04:27 AM
From: alanrs	Respond to of 1575

I just glanced at it and the #s looked very good. Yes, they are bozos in accounting. It's always something. ARS

To: John Hayman who wrote (1424)	2/29/2008 9:28:15 AM
From: quartersawyer	Read Replies (3) \| Respond to of 1575

anything out of order.....well, other than not being ready It's hard to work with what they present. They self-profess a "conservative" 20% increased revenues in '08, and... Gaynor : We do have a lot of the expense particularly in R&D and services and that did weigh on our ability to hit our operating income goal of 17 to 20% this year and as we said we feel we are coming more towards the 14% to 16%. But I think you should consider the fact that we do have that drag on us in terms of BT expenditures in '08. Hassan actually said only : "moderately below our target range of 17%" for '07 . It's not irrational to at least consider the 14 vs. the 20, which is on the heavy side of moderate, and still unknown, so '08 is questionable. and stuff like this: Paul Silverstein Right. But, in terms of number of new customers? Hassan Ahmed I don't think we put out this quarter the number of new customers Paul. That something you would like, I could see if we can look at that for the next call. [Wrong. Gaynor said 82 compared to 76 in the third quarter. No comment here from Gaynor.] Paul Silverstein That will be great. Can you tell us what AT&T and DT were in the aggregate? Hassan Ahmed No, I don't think I have that information available in front of me. Paul Silverstein Alright. Now for the question. Did I hear you correctly Hassan that you think that BT has the ability the potential to be equal to or greater than AT&T or Qwest historically? Hassan Ahmed Yeah Paul, you heard that correctly, we haven’t sized and when we say that we are speaking specifically about one contract. The AGCF contract, we haven’t specifically sized that, but we’ve given you a couple of our larger customers, AT&T for example or Qwest to help you think about the scope of what we we’re doing in this program. And, we were very excited about it, it’s certainly has the ability to contribute very significantly to our business model. Paul Silverstein And Hassan that’s just for the Access application correct, when your taking about the size? So AT&T historically, if I just take the quarters on which you’ve disclosed and there is a 10% customer, it looks like since December 3 [?] AT&T has contributed over a $160 million just based upon the 10% disclosure? Is that what you're talking when you say the magnitude of AT&T? Hassan Ahmed Paul, I don’t have that number on top my head, but that’s exactly the (Inaudible) would go off and do. Paul Silverstein Okay. I appreciate. Thank you. Hassan Ahmed Yeah. You are welcome. The BT potential is being heavily touted, with stonewall reluctance to back it up. Hassan clarified nothing with a similar followup qustion, basically telling the ana;ysts to do the math. Maybe that means '09 is big, maybe it means something else. Investors are led to focus on carrots hanging out there out of reach. I appreciate the analyst's query and his pointing out, obliquely, the need to assess the management risks as well as the potentials in this company. And there was this good question : Edward Jackson Okay. And then my second question going kind of on the same theme is, if I’ve gone back to my notes from know the last couple of conference calls and eventually you’ve been more or less the message that was being delivered as of August was that the company was looking for a robust fourth quarter from existing customers which was going to be beneficial for margin drive you towards your operating margin goals as we’ve just seen. And then that there would be continued solid performance into the first half of ’08 and that solid performance was going to be driven by activities with new customers and new those customers where going to be more of an international nature. And so, given the guidance has been put forward for the first quarter in ‘08 this include in some change relative to your outlook for your business and I was curious if you could talk a bit about what drove those changes. When you were looking at your business five quarters ago or five, six months ago, when you are looking at BT and saying that its being something that you will be to more, to drive some revenue for you in the first half and what caused shift if you void in terms of some of the revenue in your business in the first half of ‘08? Hassan.....it’s based on a lot of factors certainly and certainly one of them is change... Gaynor: ....But when you added all up, its actually pretty good and at the close: Gaynor:...Okay. With that I want to thank you all for joining us today. As you can we had a tremendous close to 2007... and so on. Was it, or is it still too early?