Question-and-Answer Session
Operator
(Operator Instructions). Your first question is from the line of Paul Silverstein with Credit Suisse. Please proceed with your question.
Paul Silverstein - Credit Suisse
Good morning. If I could ask two questions; first off, I think you mentioned it on the call, but I just want to confirm that there aren’t any additional customers in the nature of the two systems situation that would result in significantly lower gross margin down the road. Is that a one off or are there other—
Richard Gaynor
That is correct Paul, that’s what we said.
Paul Silverstein - Credit Suisse
Okay.
Richard Gaynor
You know, mixed bag, we get some high or some low, but we’ve no outliers of the nature of this particular deal.
Paul Silverstein - Credit Suisse
Okay. Secondly, to extend your focusing more and more on the network border switch, and your comment about $20 million of investment, can you give us some metrics so that we can track this business as it grows? What is the departure point?
I know you all have been in the business for a while, you’ve got 30 to 50 customers, and can you give us the customer count? Can you give us where revenues are at, either quantitatively or qualitatively? Some—so we could track this on an ongoing basis?
Richard Gaynor
Sure Paul, thanks for your question, and the net—the $20 million is really around—if you’ll think of it in the broad—take a big picture view, it’s really around out IP pairing solution. I think the network border switch is an element in that solution, but I think what we need to do, and we’ll come back to you with on some of the subsequent calls, is we’ll come back to you with some metrics, that I think the investment community can use to track our progress in this area.
So let us come back to you with some of those metrics as we get further down the road with the investment, and some of the proof points that I think that you’re looking for.
Paul Silverstein - Credit Suisse
Rich, is it fair to conclude that at this point, the NBS is still not greater than 10% of total revenue?
Richard Nottenburg
You know, I don’t want to—we don’t really break these things out, and I really don’t want to do that for a lot of reasons, which you could understand, but what I’d like to do is be able to tell you that look, we were making a substantial investment here, obviously it’s targeted, to some extent, to our existing customers, but we’ve got a lot of interest around IP pairing, specifically, not just with wiring (ph), but also with wireless carriers. So we’d like to paint the whole picture for you, and we’d like to kind of paint this picture over the next couple of quarters and (inaudible) on subsequent calls.
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