Sycamore Networks, Inc. F4Q08 (Qtr End 07/31/08) Earnings Call Transcript

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2008-09-05 09:35:27.0

Tags: Sycamore Networks Inc.

Question-and-Answer Session

Operator

(Operator Instructions) Your first question comes from Paul Silverstein - Credit Suisse.

Paul Silverstein - Credit Suisse

Two part question on the same topic which is the traditional topic of the demand environment. With respect to your traditional optical core switching business can you talked about a small number of core opportunities. Is that new and different what was around three months ago or nine, 12 months ago?

In terms of the new products that you’re developing is this a market opportunity that you see a year out or are we talking about something where you want to put a stake in the ground but we’re really talking about an opportunity that’s not going to worth talking about from a revenue standpoint for another two to three plus years.

Dan Smith

With respect to the opportunities in the core switching side as you know there are large opportunities that take a long time to develop. There are some significant ones that are moving in their analysis decision process but they remain very difficult to predict as to timing but they are significant. There are others that are of smaller size that are moving through so I would put it on an aggregate basis of the revenue potential as a slight up tick on that side but not a huge difference between three months ago.

With respect to the new product initiatives I would say they’re more medium term probably 18 to 20 months away kind of thing from a revenue perspective.

Paul Silverstein - Credit Suisse

My traditional question, can you tell us the two customers for the quarter, the two 10% what were they in the aggregate as a percentage of revenue?

Paul Brauneis

In the aggregate?

Paul Silverstein - Credit Suisse

Unless you want to tell us what they were individually?

Paul Brauneis

In the aggregate the two of them represented about 25%.

Operator

Your next question comes from Subu Subrahmanyan - Sanders Morris.

Subu Subrahmanyan - Sanders Morris

On strategic side and perhaps you guys have evaluated strategic opportunities given the lower revenue levels how does that affect your strategic review process does it create a need to do this sooner, later, how are you thinking about that. The second question some of the numbers, can you repeat the numbers you talked about the revenue splits between switching and access and product and service.

Dan Smith

 

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