Question-and-Answer Session
Operator
(Operator Instructions) Our first question comes from Sandy Harrison.
Sandy Harrison - Signal Hill
Hi guys. Signal Hill, how are you?
Simon Biddiscombe
Good, Sandy, yourself?
Sandy Harrison - Signal Hill
Not bad, not bad. So nice job on making some money here, glad to see you in that club now. And just wanted to kind of drill down a little bit on some of the products. Raouf, you did a nice job kind of highlighting from a 60,000-foot view, but if you could talk a little bit about maybe some particular applications, what it is that’s driving some of the enterprise? Is that one customer? Is this sort of the lead time from when some of these new products have come out and can we expect to see continued growth from those, and just some other things that might help us to model growth throughout 2008?
Raouf Halim
Certainly, Sandy. As far as our voice-over-IP business is concerned, just to give you a little more of a drilldown on that, as you know we’ve been focused on expanding that portfolio for quite a few years. The first leg of expansion has been into converged enterprise applications, particularly SME, SMB or small and medium-sized business segment. We have made huge headway with our portfolio in the enterprise space, but frankly time to revenue of these design wins has been a little bit disappointing in that they’ve taken longer to come to production than we had initially anticipated.
However, those wins were scored in some cases three years ago, sort of the two- to three-year timeframe, and they’re just now starting to go to production. And we’re quite I guess quite pleased to see Tier I customers, some of whom I mentioned in our prepared comments like Nortel as a for instance, Panasonic, Ericsson, and other Tier I customers finally starting to ramp. We expect that to continue throughout 2008. And we expect it also to be complemented by other expansion products within our Comcerto Voice-over-IP portfolio.
Those would include for instance our Comcerto 100 processor, which moves to the edge of the carrier network all the way to the customer prem or CPE. It also includes the Comcerto 300 family, which I mentioned in our prepared comments, which extends the edge of the carrier network into IP applications or sometimes known as MSANs, multiservice access nodes. So we see a mix of things continuing to drive this business in 2008: a) the design wins that we scored in the core carrier business continuing to ramp, complemented by the enterprise and the CPE space, all kicking in in 2008.
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