Thursday, March 17, 2005

Encouraging signs from COMS

COMS reported results that were slightly better than expectations and remarkably for the first time in last 7 years COMS grew revenues in the weak fiscal Q3. Guidance was somewhat weaker if you account for all the "benefits", such as: results for next quarter include full-quarter contribution from recent TippingPoint acquisition, benefit by having 14 weeks in the quarter and "mid-to-high single digit" guidance for the seasonally strongest quarter is nothing to be proud of.

But COMS indicated America (particularly in education and government) as being the strongest geography and other geographies seeing steady growth also. Pricing overall seems to be more "ordinary". Enterprise revenues showed solid 7% growth after few quarters of decline which bodes well for market participants such as EXTR, FDRY and CSCO. VoIP revenues also saw 20% sequential increase which could benefit AV. The newly introduced high-end switches seems to have had great start which could mean that either the market is expanding or competitors are losing some share (I would say its somewhat of both).


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4:08 PM  

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