Elroy part of the new customers was with Newbridge Networks in Singapore as I understood it:
"KANATA, Ontario--(BUSINESS WIRE)--March 1, 1999--NEWBRIDGE
(NASDAQ:NN) (TSE:NNC.) Newbridge Networks (NYSE:NN; TSE:NNC) today
announced it is working with Analog Devices (NYSE:ADI) and Aware,
Inc. (NASDAQ:AWRE) to bring high-speed Internet access to consumers
in the Asia Pacific region. These companies have joined together with
SingTel Magix, Intel Corporation and Efficient Networks in an initial
deployment of DSL-Lite, a consumer version of asymmetric digital
subscriber line (ADSL) technology that delivers high-speed voice and
data transmission over regular telephone lines. SingTel Magix is a
high-speed Internet access service provided by SingTel. It is also an
integral part of the Singapore ONE project -- an information
technologies initiative led by the government of Singapore.
The deployment is based on G.Lite DSL technology, the new
worldwide standard adopted by the International Telecommunications
Union (ITU) in late 1998. G.Lite offers a splitterless, cost-effective
solution for high-speed network access to the home, providing "always
on" connections and simultaneous voice and data transmissions.
"As an innovative multimedia service, SingTel Magix is eager to
deploy leading-edge technology that results in better service for our
customers," said Chan Kin Hung, Senior Director of Sales & Marketing,
SingTel Magix. "Our modems are already priced competitively with
dial-up modems and G.Lite further enhances customer convenience by
simplifying the installation process.''
SingTel Magix uses the Siemens / Newbridge MainStreetXpress(tm)
36170 Multiservices Switch, which includes the Analog Devices
AD20msp910 ADSL chip set. Co-developed with Aware, the
standards-compliant chip set supports ADSL over integrated services
digital network (ISDN) features with asynchronous transfer mode (ATM)
interfacing capability for increased data rates. The MainStreetXpress
36170 Multiservices Switch, equipped with octal ATM/ADSL line cards,
is located at the central office while customer homes are equipped
with the Efficient Networks prototype G.Lite PCI ADSL modems.
"Aware was first to market with standards-compliant DSL
technology," said Roger Fung, Executive Vice President, Asia Pacific
Region, Newbridge Networks. "Newbridge and Aware are excited to be
working together with companies at the forefront of DSL deployment,
such as SingTel Magix, Intel, and Efficient Networks, to provide a
cost-effective solution for high-speed broadband access."
"As the leading provider of core technology for DSL, we are
pleased to help lead the first DSL-Lite service deployments," added
Michael Tzannes, President and Chief Executive Officer, Aware, Inc.
"This deployment offers further evidence of the momentum that is
building around DSL-Lite, a technology that was standardized only a
few months ago."
The initial SingTel Magix deployment, which began in December
1998 with 20 participants, will now expand to 50 users. Data will be
collected based on the real-world infrastructure of these participants
and will consider many variables, such as age and condition of the
local loop, proximity to the central office, home wiring, equipment
configurations and types of telephone devices in the home.
Newbridge Networks designs, manufactures, markets and services
networking solutions to organizations in more than 100 countries. The
Company leverages its relationship with a growing family of
Newbridge(r) Affiliate companies and strategic alliances with Siemens
and 3Com Corporation to deliver seamless, end-to-end solutions.
Newbridge customers include the world's 300 largest telecommunications
service providers and more than 10,000 corporations, government
organizations and other institutions. Founded in 1986, the Company
employs more than 6,000 people on six continents. News and information
are available at www.newbridge.com.
Newbridge, logo are registered trademarks of Newbridge Networks
Corporation.
MainStreetXpress is a trademark used by the Siemens and Newbridge
alliance for comprehensive solutions in broadband communication. No
agency relationship, partnership, or joint ownership of a legal entity
is to be inferred or implied by the use of the term alliance.
--------------------------------------------------
Re: Earnings.
April 16 is the date they report I believe.
The estimate is for 2¢, if they hit 3¢ it will be seen as good...and 4¢ or more will be very good...IMO. The CC could be the real kicker this time around due to the activity with licensing and royalties that won't be reflected or reported until the following quarter.
Myself, I don't think this ones really started to fly yet, so for me it would be premature to render a guess on sequential growth. Analysts have said AWRE is prone to run ups...I tend to go with that train of thought since growth is tied to DSL rollouts.
First Call Long Term Growth Rates
Next Five Years - Median 40%
Number of Brokers 2
Next Five Years - High Estimate 50%
Next Five Years - Low Estimate 30% |
