Optium Corporation F2Q08 (Qtr End 02/02/08) Earnings Call Transcript

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2008-03-06 16:58:10.0

Tags: Optium Corp.

Question-and-Answer Session

Operator

Thank you. (Operator instructions) We'll take our first question from John Anthony with Cowen and Company.

John Anthony - Cowen and Company

Good evening guys. Few quick questions. On the analog cable TV business, how much of the growth came from your existing customer versus the new customer, and how much came from the 1550 application?

Eitan Gertel

John, the majority of our growth came from the existing customer, and the 1550, I guess you are referring to the return-path product we said.

John Anthony - Cowen and Company

Yeah.

Eitan Gertel

We just started shipping this. So that was immaterial for the quarter. It's just an initial shipment for the quarter.

John Anthony - Cowen and Company

Okay. A while ago you had mentioned that there was going to be a new customer coming online in that product category? When do you expect that to start shipping, just start accepting product and material extent?

Eitan Gertel

The customer is already accepting the products, and as we go along it has become material, and we said that this can be much more material towards the end of our fiscal year, but it’s ramping as we speak.

John Anthony - Cowen and Company

Okay. If I go over to the ROADM product category, can you give us a sense for how distributed the ROADM revenue is? I think you mentioned you had 11 customers now, and I am curious whether you feel like you have ramped to the full extent with those 11 customers, or whether it's concentrating.

Eitan Gertel

I would say, John, on the average, if you looked, those 11 customers are taking products, but out of them, about four or five contributed the majority of the revenue in the ROADM, and the rest of them are still in ramping stage.

John Anthony - Cowen and Company

And lastly, did you give any indication for how significant the small form factor product was from a revenue contribution standpoint?

Eitan Gertel

No, we did not. We did not give the --

John Anthony - Cowen and Company

Zero percent.

Eitan Gertel

All I can say, when we start chipping, we start chipping units and I'd say we are on a few hundred of unit ratio.

John Anthony - Cowen and Company

Terrific. Thanks guys.

Eitan Gertel

Thanks.

Operator

Thank you. Moving on we will take our next question from John Harmon with Needham & Co.

 

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