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 : Newbridge Networks -- Ignore unavailable to you. Want to Upgrade?

To: Peppe who wrote (5867)	8/5/1998 2:59:00 PM
From: pat mudge	Read Replies (1) \| Respond to of 18016

On the switch vs router question, Chambers said the split was 40 % routers, 40 % switches and 17% services. Chambers said he would speak in generalities and mentioned 40% in each area as approximate numbers, adding, "there's a good balance [between them]." My notes say 6% for service and maintenance. Chambers stated 50% y/y growth for Stratacom products, which is also excellent. (How does that compare to NN,s ATM growth?) Q4'97 to Q4'98, over 100%. Year over year, 70%. From NN's last report: WAN ATM revenue in the fourth quarter of fiscal 1998 - led by the Company's flagship platform and the industry's best selling ATM system, the MainStreetXpressT 36170 Multiservices Switch ----- was more than double the level achieved in the previous year's fourth quarter. WAN packet revenue for fiscal 1998 was approximately 70 percent higher than in fiscal 1997. Revenue for the MainStreetXpress 36170 Multiservices Switch achieved record levels again in the quarter and for the full year, resulting in record ATM revenue for both the quarter and the year. This was the tenth consecutive record quarter of ATM revenue, coinciding with volume commercial availability of the MainStreetXpress 36170 platform. Fiscal 1998 revenue and order intake for the MainStreetXpress 36170 system were both approximately three times higher than in fiscal 1997. So Pat, are buying into CSCO yet <vbg> Nope. Buying more NN. Pat