Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Wind River going up, up, up! -- Ignore unavailable to you. Want to Upgrade?

To: J. Kerner who wrote (2722)	2/3/1998 6:00:00 PM
From: J. Kerner	Read Replies (1) \| Respond to of 10309

Newbridge Network's ATM Business Anyone have an idea of per unit royalties for VxWorks in Newbridge Network's ATM products? Although Newbridge issued a profit warning last night, they said ATM business was booming: Revenue for the Company's ATM products is expected to reach record levels again in the third quarter of fiscal 1998. This will be the ninth consecutive record quarter for ATM revenue. Order intake for ATM equipment, driven principally by the MainStreetXpress(TM) 36170 Multiservices Switch, is expected to more than double the level achieved in the corresponding quarter last year. The Company's wide area network (WAN) packet business represented more than 50% of total revenue, up from 45% in the previous quarter. This resulted from growth in MainStreetXpress 36170 system revenue, which partially offset a revenue decline in the Company's more mature packet system, the 36120 MainStreet Packet Transfer Exchange frame relay system. Revenue for this product is expected to improve in the fourth quarter of fiscal 1998.