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To: The Ox who wrote (155)	5/1/2008 10:16:13 AM
From: Rob Preuss	Respond to of 312

Ox: I agree. The article below indicates the future is bright for wireless telecom infrastructure suppliers. In fact, while fast market growth is always a good thing, it should be possible for HSTX to grow much faster than their overall market by capturing market share. I liked the new CEO. I will like him more when he proves he can lead our company to high growth in the bottom line. We've been in a malaise for far too long. Rob ============== Alcatel-Lucent Hit Hardest by Slump The telecom equipment maker has been hurt by a weak dollar and a lack of competitiveness in wireless. But the outlook for the sector overall is stronger by Olga Kharif In an industry buffeted by slowdown, Alcatel-Lucent may be taking more than its share of lumps. The world's largest maker of telecom gear on Apr. 30 reported a larger decline in sales than analysts were expecting and forecast a full-year drop in revenue. The Paris-based company blamed weakness in the U.S. dollar, which erodes the value of sales in the U.S. Excluding currency swings, sales would have risen 6.3%, Alcatel said. Still, Alcatel is faring worse than other telecom equipment makers, keeping pressure on company CEO Patricia Russo to turn the company around. While Alcatel has focused on the 2006 Lucent acquisition, its rivals have been introducing new products and grabbing share from companies such as Nortel Networks (NT) in the fast-growing wireless market, where Alcatel lacks key products. Alcatel (ALU) shares slipped 5.5% on the New York Stock Exchange. HELP FROM UNDERSEA CABLE On Apr. 25, Ericsson (ERICY) reported a 5% increase in quarterly sales, despite weakness in the U.S. dollar that affected its business, too. Demand for key wireless equipment "remains healthy, and the business activity is increasing, particularly in India and China," Ericsson said at the time. On Apr. 30, telecom components supplier JDS Uniphase (JDSU) missed investors' fiscal third-quarter revenue expectations, but showed sales growth of 6.1%. Cisco Systems (CSCO) is expected to report a 9.5% increase in sales when it reports fiscal third-quarter results later this month. "It's not the case of the overall industry ailing," says Ray Mota, an analyst at Synergy Research. "Other companies have done well, while Alcatel has not." Indeed, Alcatel Lucent expects 2008 revenue to decline "in the low- to mid-single digit range" even as the larger industry is expected to expand. Global spending on wireline telecommunications equipment is expected to rise 5.3% this year, after a 2% increase in 2007, according to telecom researcher Ovum. Spending on wireless gear is due to rise 2.2% this year, Ovum says. Even accounting for the dollar's weakness, Ericsson and Nokia Siemens, a joint venture of Nokia (NOK) and Siemens (SIE), expect flat sales in 2008. Despite rising oil prices and a growth slowdown in the U.S. and other countries, some areas of telecom spending are showing signs of revival. While corporate customers are talking about potential budget cuts, "I've not seen much of a slowdown," Mota says. Telcos and others are building new undersea cable networks, designed to transport massive amounts of data between continents—and that's a market where Alcatel has traditionally been strong. In February, search giant Google (GOOG) and five other companies said they will build a $300 million undersea cable linking the U.S. and Japan. In March, telcos AT&T (T) and NTT DoCoMo formed an undersea cable venture. The market for undersea gear is expected to rise 12% this year, after a 4% decline last year, according to consultancy WinterGreen Research. WIRELESS WEAKNESS Spending on next-generation wireless equipment is also expected to increase. Companies such as Verizon Wireless will be spending billions of dollars in the coming years on wireless broadband technology called Long Term Evolution (LTE). That helps explain why sales of next-generation wireless infrastructure are expected to rise 12% this year, to $96 billion globally, according to WinterGreen Research. Ericsson and Nokia Siemens together have 80% share of the market. Alcatel holds 9% of the market, WinterGreen says. Problem is, Alcatel is missing a key next-generation wireless product that's designed to link next-generation with older wireless networks. It's due later this year, but that may be too late, some analysts say. "My worry is, why would operators wait for a product—and a product that's unproven," says Clara Van Der Elst, a London analyst with Standard & Poor's. Meantime, Alcatel is grappling with high-level departures. In January, the head of the company's services business, John Meyer, jumped ship to become a CEO of a smaller company. Chief Financial Officer Jean-Pascal Beaufret left in a management shake-up last year. Some analysts speculate that if the company's performance doesn't improve soon, Russo may be headed for the exits, too. "I think [Russo's position] is shaky," says Van Der Elst, who has a sell rating on the stock. "She's had a lot of management turnover. Some really good people left in the past few months."

To: The Ox who wrote (155)	5/6/2008 9:21:45 AM
From: Rob Preuss	Respond to of 312

HSTX provides Eclipse radios, service & support to New Zealand's largest mobile operator for their nationwide expansion program. New Zealand's TeamTalk Selects Eclipse Radios From Harris Stratex Networks as Part of National Network Expansion Tuesday May 6, 9:00 am ET Harris Stratex to also provide service, support to nation's largest radio communications supplier RESEARCH TRIANGLE PARK, N.C., May 6 /PRNewswire-FirstCall/ -- Harris Stratex Networks, Inc. (Nasdaq: HSTX - News), the leading independent supplier of turnkey wireless transmission solutions, will provide its Eclipse(TM) radios to TeamTalk, New Zealand's largest mobile radio network provider. TeamTalk will deploy the Eclipse radios as part of its network expansion throughout New Zealand. Harris Stratex will also provide a complete range of consulting services and support to TeamTalk. TeamTalk is a majority shareholder of fiber-optic carrier CityLink, and wireless broadband operator Araneo -- the latter will utilize TeamTalk's expanded transmission network for its own linking needs. The radios will provide access link capabilities, using Eclipse's compact nodal configuration to enable operators to aggregate and concentrate traffic with no need for additional equipment. They provide significant reductions in the complexity of network deployments, such as those used by TeamTalk. "Eclipse radios are perfect for our continued network expansion. We see growing customer demand for our value-add data products such as XLERATE(TM) and we expect the demands on the network to increase. Eclipse allows us to expand the network in line with this demand," said David Ware, founder and CEO of TeamTalk. "Harris Stratex is providing us with the ideal products, technology and support we require to deliver the kinds of innovative mobile and data services customers expect from TeamTalk." "TeamTalk has led the development of advanced mobile radio network products throughout New Zealand and is recognized as one of the more innovative operators worldwide," said Raj Kumar, vice president, Asia Pacific Sales and Services, Harris Stratex Networks. "TeamTalk delivers dependable and valuable services to their customers and we recognize the importance of being a reliable and responsive partner to them. We look forward to continuing our close and mutually beneficial relationship with them as they continue their expansion program nationwide." About TeamTalk TeamTalk Limited started its mobile radio business in 1994 and is the largest provider of nation-wide, linked mobile radio communication services in New Zealand. TeamTalk Limited has expertise and competencies in network design, frequency planning, project and contract management, customer service and help desk processes and procedures, customer billing, account management, customer engineering resources and countrywide medium altitude sites.

To: The Ox who wrote (155)	5/20/2008 12:02:59 PM
From: Rob Preuss	Respond to of 312

HSTX Conference Call Transcript This seems like a great service. They provide free transcripts of earnings conference calls... something I've laboriously done myself at times in the past. Also, they have a reasonably generous copyright policy: You can freely quote/copy up to 400 words as long as you provide a link back to them. Here is the link: seekingalpha.com My only concern is whether (how long) they keep the link up. Anyway, here's the last part of the Q&A where they talk about moving much more into the higher-margin IP radio market... more specifically, they get 28% of their revenue now from IP radios and expect that to go to 70% of their revenue over the next 2 years... and IP radios have an extra 1500 basis points in Gross Margin. At least, that's how I understood this Q&A exchange. Rob ===== Greg Weaver – Invicta Capital Management Hi, thanks for taking my question. Could you give us a sense of the ASP erosion, on an apples-to-apples basis year-over-year, if you took the given product what's happened to the price? Sally Dudash So in general we have talked about 10% to 12% on average year-over-year price erosion in our market and that’s pretty consistent with what we see. It’s not equal across all the products in all geography but that is the average that we anticipate, as we think about our product cost reduction and other initiatives required. Greg Weaver – Invicta Capital Management Okay and what -- Harald you mentioned about the high Cap market being a higher growth segment. What percent of your total revenue would you put in that bucket? Harald Braun On the higher gross sector percent -- what’s it from a product point of view… Sally Dudash So, I can -- from a product point of view we've talked about SDH radios as 60% of our product sales Greg Weaver – Invicta Capital Management Also PDH? Sally Dudash PDH is 40% and then the new -- statistically we are able to get for this call, was that over the last trailing 12 months we’ve had 28% of our products that are actually IP radios are being sold and of course those would be in multiple capacities. Harald Braun And I asked the team to give me that number, the 28%. I think that was -- I reported against that in my statement; that of course is very important to see how this transition takes place in the rest of the world and also in the US or North America. I expect that really to grow and that we transition from TDM to IP and of course the product mix -- thanks very much Sally, that’s the 60:40 mix low end and high end. I don’t know what the abbreviation meant, but I told you I measure myself against the 28%, that’s what I am now working on to transition towards IP and I think I did that again, I had a track record for doing that and that is one of the strategies. Greg Weaver – Invicta Capital Management And to clarify that 28% is of your total revenue, you've talked about it under the guides of international, but it's a total business, 20% of IP? Sally Dudash From a product revenue. Greg Weaver – Invicta Capital Management Okay and where do you see that on a go-forward basis; how do you see that trending out? Harald Braun I think -- so what is in my mind of course to get something from the 28 again on the product size without service and etc and all that, no doubt we have nothing that was also the case -- I would like to transition that the other way around over the next 2 to 2.5 year. So, I think we are going to go from the 28 to the 50’s so that we have a 50:50 mix and then going to the 60:70 percent ranges within two years. That's my guess, that's my gut feel. Greg Weaver – Invicta Capital Management Okay and one last question as follow on to that. What difference is there in gross margin as we transition to the year IP radio? Harald Braun What I see so far I think it’s 15 points. Greg Weaver – Invicta Capital Management Well. Okay. That's pretty significant. I think that… Harald Braun Yes, yes therefore you will understand my number or why I had asked the team to give me the number where we are now and then of course we have to define the strategy with my officers when we sit in the workshops and how we get there, right and how we improve that trend -- the transition trend from TDM to IP.

To: The Ox who wrote (155)	5/20/2008 12:05:51 PM
From: Rob Preuss	Respond to of 312

NetBoss XT(R) Product Plays Key Role in TMF Harmony Catalyst Project Tuesday May 20, 9:00 am ET Next-generation service assurance to be demonstrated at TeleManagement World Conference booth CS3, May 20-22 RESEARCH TRIANGLE PARK, N.C., May 20 /PRNewswire-FirstCall/ -- Harris Stratex Networks, Inc. (Nasdaq: HSTX - News), the leading independent supplier of turnkey wireless transmission and service assurance solutions, today announced that its Network Operations Business Unit is contributing key products, technical expertise and leadership to Project Harmony, part of the Catalyst showcase at the TeleManagement World Conference. Sponsored by the TeleManagement Forum (TMF), the conference is held in Nice, France May 20-22, 2008. Harmony is designed to showcase the assembly and operation of a service assurance operations support system (OSS) for Customer Experience Management in a Next Generation Network (NGN) environment, while demonstrating the flexibility and adaptability of the new NetBoss XT® product line. NetBoss XT is the latest, most innovative version of the company's pacesetting network management solution for broadband, wireless and converged networks. It delivers a comprehensive network view, providing detailed information rapidly, so network operators can manage resources and services efficiently. Designed for easy deployment, it allows users to gather data quickly from multiple sources, including IP-based NGN infrastructure, fixed and wireless telecommunications networks, radios and other equipment. NetBoss XT is available in a wide range of configurations that can be combined with other variants or with NetBoss Manage.IT(TM) to deliver flexible, reliable and cost-efficient network management. Harmony is part of the conference's Catalyst showcase, featuring demos of collaborative solutions to real-world problems. It demonstrates how standards-based technology can radically change an operator's approach to operating their network via an OSS. NetBoss's contributions to Harmony include a combined version of the NetBoss XE(TM) Element Manager and NetBoss XM(TM) Network Manager that provides Harmony with element, network and service management, respectively. The Harmony project shows that through the use of TMF artifacts and cooperation among standards development organizations, an OSS with end-to-end customer experience management capabilities in NGNs can be assembled and operated in real-world scenarios. It can also manage mobile ad hoc IP Multimedia Subsystem (IMS) applications, delivering play services over PBT-based networks, illustrating that such a system can evolve with the newest networking technologies and service products. "Complete and fast integration of new next-generation network technologies into the operations environment and creation of cost-efficient operations support systems that can easily adapt to the dynamic NGN environment are two of the most pressing issues facing service providers today," said Alex Zhdankin, Harris Stratex Networks' Network Operations chief software architect and co-leader of the Harmony Catalyst team. "Because it is built using the latest advances in standards and technologies, the NetBoss XT product line makes rapid, low-cost integration of emerging NGN technologies into a service provider's operations environment a reality." Alex Zhdankin will present "NGOSS Interfaces in the Converged Environment," on Tuesday, May 20, from 2:00 to 3:30 p.m., and will participate in the session "NGOSS Contracts - Making it Real," on Thursday, May 22, from 11:00 a.m. to 12:30 p.m. at the TeleManagement World Conference. Harris Stratex Networks will also be showcasing its NetBoss XT product on the exhibit floor in booth #44. About the TeleManagement Forum The TeleManagement Forum was founded in 1988 as the OSI/Network Management Forum with the goal of accelerating the availability of interoperable network management products. Founding members included AT&T and BT on the service provider side, and suppliers such as Northern Telecom and Hewlett-Packard on the equipment side. By early 1989 it had approved its first OSI/NM Forum Protocol Specification and by 1990 it had 85 members from 13 countries. The Forum has continued to adapt as the technological and business landscape has developed. Today, the TeleManagement Forum has more than 500 members, runs the industry's leading OSS/BSS Conference and Exposition, and its standards are being adopted by the UN body, the International Telecommunications Union (ITU). For more information, visit: www.tmforum.org . About NetBoss® Harris Stratex Networks' Network Operations business unit is an established provider of highly scalable service assurance solutions and services that span resource, network, and service management, OSS design, deployment and remote monitoring. With 20 years of continuous OSS experience, NetBoss® serves many industry segments -- such as telecom, IT, government, defense, transportation and utilities -- with confidence. With the knowledge mastery of an active TMF and DMTF member, we are ideally equipped to be your trusted OSS partner, combining your vision with our capabilities to deliver cost effective OSS solutions.

To: The Ox who wrote (155)	6/18/2008 3:07:54 PM
From: Rob Preuss	Respond to of 312

Harris Stratex Networks Introduces New Low-Power Eclipse Solution for Cost-Effective Wireless Connections Monday June 16, 9:00 pm ET Eclipse Edge delivers exceptional value to enable operators to dramatically reduce CAPEX and OPEX for cell site connections, while also supporting seamless migration to all-IP networking RESEARCH TRIANGLE PARK, N.C., June 16 /PRNewswire-FirstCall/ -- Harris Stratex Networks, Inc. (Nasdaq: HSTX - News), the leading independent supplier of turnkey wireless transmission and service assurance solutions, today announced the Eclipse(TM) Edge, the most cost-effective and environmentally friendly wireless transport product in its class. The new ultra-lightweight and compact solution will provide high-speed wireless connectivity for both native NxE1 TDM and Carrier Ethernet data to enable mobile operators to deploy cost-effective, next-generation IP services down to the network edge. Edge is the latest release from the Eclipse platform, which has led the market for advanced wireless backhaul for mobile networks since its introduction in 2004. Edge provides an optimal solution for last-mile base station connections at the fringes of the network, where CAPEX and OPEX reduction is a key driver. Edge supports the migration of mobile networks to all-IP, enabling operators to initially deploy links providing TDM connections and then seamlessly introduce native Ethernet transport when required without requiring hardware changes. Edge is also fully integrated into the Eclipse Nodal Network architecture, enabling an Edge terminal to operate into an Eclipse node at the far end of the link, providing an end-to-end optimized backhaul network solution. With more than a 50% reduction in DC power consumption over other comparable solutions, Eclipse Edge leads the microwave backhaul industry in efforts to reduce the environmental impact of mobile cell sites that are being deployed in increasingly large numbers around the world. The product's minimal power consumption and small footprint makes it ideal for deployment at base station sites that rely on locally generated energy from either fossil fuel or sustainable energy sources. With the global PTP microwave radio shipments currently forecast to exceed 9 million units from 2008 to 2013, even small reductions in power consumption can have a significant cumulative effect to reduce site dependence on diesel generators, particularly in networks deployed in developing economies, and to reduce the impact of cell sites on the surrounding population and environment. "Today, network operators face a number of significant challenges in reducing their impact on the environment, getting prepared for the next generation of broadband mobile services, and at the same time having to reduce their overall network costs," said Harald Braun, president and chief executive officer at Harris Stratex Networks. "We are pleased to introduce Eclipse Edge as the perfect solution to their immediate and long-term need for wireless base station connections at the edge of their mobile network." Eclipse Edge is also fully compliant to the European Community Waste Electrical and Electronic Equipment Directive (WEEE Directive), enabling operators to return equipment at the end of life for full recycling and disposal, preventing harmful chemicals from contaminating landfills. Harris Stratex Networks will showcase the new Eclipse Edge at CommunicAsia June 17-20 in booth 2L3-07. Skylight Research, Worldwide Five Year Forecast Report, March 2008 About Harris Stratex Networks, Inc. Harris Stratex Networks, Inc. is the world's leading independent supplier of turnkey wireless transmission solutions. The company offers reliable, flexible and scalable wireless network solutions, backed by comprehensive professional services and support. Harris Stratex Networks serves all global markets, including mobile network operators, public safety agencies, private network operators, utility and transportation companies, government agencies and broadcasters. Customers in more than 135 countries depend on Harris Stratex Networks to build, expand and upgrade their voice, data and video solutions. Harris Stratex Networks is recognised around the world for innovative, best-in-class wireless networking solutions and services. For more information, visit www.HarrisStratex.com.

To: The Ox who wrote (155)	6/18/2008 3:11:30 PM
From: Rob Preuss	Read Replies (1) \| Respond to of 312

Wataniya Telecom Maldives Chooses Harris Stratex Networks for Significant Expansion Projects Across the Island Nation Monday June 16, 9:05 pm ET Fastest growing operator in the Maldives embarking on core network upgrade RESEARCH TRIANGLE PARK, N.C., June 16 /PRNewswire-FirstCall/ -- Harris Stratex Networks, Inc. (Nasdaq: HSTX - News), the leading independent supplier of turnkey wireless transmission and network assurance solutions, has been selected by Wataniya Telecom Maldives to upgrade its core transmission network to provide multiple SDH trunks across the island paradise. As part of the contract, Harris Stratex Networks will supply the new TRuepoint® 6500 ultra-high capacity, carrier-class all-indoor radio, together with network consulting and turnkey services, taking responsibility for the complete upgrade of the network. As the answer to Wataniya's core network transmission needs driven by their new 3G+ network, the Harris Stratex solution will provide more than three times the current capacity, with the option to extend this to seven times the current capacity. Harris Stratex Networks introduced TRuepoint 6500 to enable operators to meet fast-growing capacity requirements at the core of the network-where network availability is vital. TRuepoint 6500 is an extremely robust architecture for SDH trunking and N+1 protection with multiple levels of hardware redundancy and anticipatory radio path protection. Further, the high performance TRuepoint 6500 radio design provides the ability to reduce tower loading through smaller antenna sizes, eliminate repeater sites by reaching further, and save on power plant and building facilities-all critically important to the Wataniya network across the Maldives. With the TRuepoint 6500, a complete Harris Stratex Networks ProVision® Element Management System (EMS) will be installed for Wataniya, providing advanced monitoring and control of the complete microwave network and associated devices. A critical part of the Harris Stratex Networks solution is the comprehensive range of services provided, including network design, equipment logistics, installation, commissioning, and detailed operator and maintenance training. "Wataniya Maldives is committed to providing new and innovative services to our customers. Harris Stratex Networks was able to offer the equipment and installation services necessary for Wataniya Maldives to deliver on that commitment," said Mr. Abraham Smith, Chief Operating Officer of Wataniya Telecom Maldives. "We are excited to work with Harris Stratex Networks in developing a transmission network which will support the high speed data needs of our new 3G+ network, and deliver the speed and reliability that our consumer, business, and government customers deserve." "Wataniya Telecom Maldives has our total commitment," said Raj Kumar, vice president, Asia Pacific Sales and Services, Harris Stratex Networks. "We understand their requirements and appreciate the need for a robust high- capacity core network and that's why we are supplying our new TRuepoint 6500 products, together with our experienced service offerings." About Wataniya Telecom Launched in 1999, Wataniya Telecom is a leading mobile phone operator in the Middle East and North Africa, serving more than three million customers in Kuwait, Tunisia, Iraq, Algeria and Saudi Arabia. Wataniya Telecom Maldives was issued a licence as a new mobile phone operator in February 2005. For more information, visit www.wataniya.mv. About Harris Stratex Networks, Inc. Harris Stratex Networks, Inc. is the world's leading independent supplier of turnkey wireless transmission solutions. The company offers reliable, flexible and scalable wireless network solutions, backed by comprehensive professional services and support. Harris Stratex Networks serves all global markets, including mobile network operators, public safety agencies, private network operators, utility and transportation companies, government agencies and broadcasters. Customers in more than 135 countries depend on Harris Stratex Networks to build, expand and upgrade their voice, data and video solutions. Harris Stratex Networks is recognised around the world for innovative, best-in-class wireless networking solutions and services. For more information, visit www.HarrisStratex.com.