RE: [WISPA] Thanks Everyone - OT
Let us know how it goes Ryan. Give my best to the folks up there. - Patrick -Original Message- From: [EMAIL PROTECTED] [mailto:[EMAIL PROTECTED] On Behalf Of Ryan Langseth Sent: Monday, August 13, 2007 9:45 PM To: WISPA General List Subject: Re: [WISPA] Thanks Everyone - OT We are really close to having one of our first bigger accounts with VL, 6 U/D and some advanced services with it (BGP and some other redunancy services). Its not a big bandwidth piece, but we are filling a void in our area. It will be interesting to see where it goes. :) Ryan On Mon, 2007-08-13 at 21:24 -0700, Marlon K. Schafer wrote: Coolness. I'm probably only a month away from ordering my first batch of VL. Looking forward to it. You still thinking of coming up here next month? I sent an off list note but I don't think you are getting them from me. laters, marlon - Original Message - From: Patrick Leary [EMAIL PROTECTED] To: WISPA General List wireless@wispa.org Sent: Wednesday, August 01, 2007 1:48 PM Subject: RE: [WISPA] Thanks Everyone - OT You do have major price drops through the COMNET program (sub $300 VL CPE for the CPE that lists for $995), resulting in MUCH more humble margins. Remember that that gross is across all product sets, to include BreezeMAX and right now, since operators are just now building out, the numbers reflect a strong mix of infrastructure relative to CPE. - Patrick -Original Message- From: [EMAIL PROTECTED] [mailto:[EMAIL PROTECTED] On Behalf Of Marlon K. Schafer Sent: Wednesday, August 01, 2007 1:37 PM To: [EMAIL PROTECTED]; WISPA General List Subject: Re: [WISPA] Thanks Everyone - OT yeah, looks like a dang good reason for some price drops to me! lol marlon - Original Message - From: Scottie Arnett [EMAIL PROTECTED] To: WISPA General List wireless@wispa.org Sent: Wednesday, August 01, 2007 8:12 AM Subject: Re: [WISPA] Thanks Everyone - OT Congrats Patrick. Gross margin of 51% I wish I could do that on this end. LOL. -- Original Message -- From: Patrick Leary [EMAIL PROTECTED] Reply-To: WISPA General List wireless@wispa.org Date: Wed, 1 Aug 2007 07:40:00 -0700 Just a note of appreciation to all our customers for enabling us to report an excellent Q2 quarterly report today, which beat the street estimates. Highlights include: - Record revenues of $57.5 million, up 31% from Q2 2006; - Record BreezeMAX(TM) revenues of $27.9 million; - Gross margin of 51%; - Non-GAAP EPS of $0.03; GAAP EPS of $0.00; - Commercial WiMAX deployments of 170, up from 150 in Q1 - About 40 802.16e mobile WiMAX trials (about 2x claimed by any competitor) - Major new ecosystem partners such as Bridgewater and Arraycom (for beamforming) - Positive operating cash flow of $2.6 million, growing cash to about $122M - Revising Y over Y growth to 25-30% http://biz.yahoo.com/bw/070801/20070731006573.html?.v=1 And more central to the WISP front, one of the other up surprises is that our non-WiMAX business continued to grow, thanks mostly in part to our North American BreezeACCESS VL and BreezeNET B100 customers. I want WISPs to know that even with the heavy investments on the WiMAX side, we continue to invest in our UL solutions and we consider our work on the unlicensed front as a major part of our business. In the near term this means you already place orders for 5.4 GHz BreezeACCESS VL, as well as 5.3 GHz and of course 5.8 GHz. We hope to bring you other bands for unlicensed in the not-to-distant future as well. Thanks again to all, Regards, Patrick Alvarion ** ** This footnote confirms that this email message has been scanned by PineApp Mail-SeCure for the presence of malicious code, vandals computer viruses(84). ** ** ** ** This footnote confirms that this email message has been scanned by PineApp Mail-SeCure for the presence of malicious code, vandals computer viruses. ** ** -- -- Would you like to see your advertisement here? Let the WISPA Board know your feelings about allowing advertisements on the free WISPA lists. The current Board is taking this under consideration at this time. We want to know your thoughts. -- -- -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/ --- [This E
Re: [WISPA] Thanks Everyone - OT
Coolness. I'm probably only a month away from ordering my first batch of VL. Looking forward to it. You still thinking of coming up here next month? I sent an off list note but I don't think you are getting them from me. laters, marlon - Original Message - From: Patrick Leary [EMAIL PROTECTED] To: WISPA General List wireless@wispa.org Sent: Wednesday, August 01, 2007 1:48 PM Subject: RE: [WISPA] Thanks Everyone - OT You do have major price drops through the COMNET program (sub $300 VL CPE for the CPE that lists for $995), resulting in MUCH more humble margins. Remember that that gross is across all product sets, to include BreezeMAX and right now, since operators are just now building out, the numbers reflect a strong mix of infrastructure relative to CPE. - Patrick -Original Message- From: [EMAIL PROTECTED] [mailto:[EMAIL PROTECTED] On Behalf Of Marlon K. Schafer Sent: Wednesday, August 01, 2007 1:37 PM To: [EMAIL PROTECTED]; WISPA General List Subject: Re: [WISPA] Thanks Everyone - OT yeah, looks like a dang good reason for some price drops to me! lol marlon - Original Message - From: Scottie Arnett [EMAIL PROTECTED] To: WISPA General List wireless@wispa.org Sent: Wednesday, August 01, 2007 8:12 AM Subject: Re: [WISPA] Thanks Everyone - OT Congrats Patrick. Gross margin of 51% I wish I could do that on this end. LOL. -- Original Message -- From: Patrick Leary [EMAIL PROTECTED] Reply-To: WISPA General List wireless@wispa.org Date: Wed, 1 Aug 2007 07:40:00 -0700 Just a note of appreciation to all our customers for enabling us to report an excellent Q2 quarterly report today, which beat the street estimates. Highlights include: - Record revenues of $57.5 million, up 31% from Q2 2006; - Record BreezeMAX(TM) revenues of $27.9 million; - Gross margin of 51%; - Non-GAAP EPS of $0.03; GAAP EPS of $0.00; - Commercial WiMAX deployments of 170, up from 150 in Q1 - About 40 802.16e mobile WiMAX trials (about 2x claimed by any competitor) - Major new ecosystem partners such as Bridgewater and Arraycom (for beamforming) - Positive operating cash flow of $2.6 million, growing cash to about $122M - Revising Y over Y growth to 25-30% http://biz.yahoo.com/bw/070801/20070731006573.html?.v=1 And more central to the WISP front, one of the other up surprises is that our non-WiMAX business continued to grow, thanks mostly in part to our North American BreezeACCESS VL and BreezeNET B100 customers. I want WISPs to know that even with the heavy investments on the WiMAX side, we continue to invest in our UL solutions and we consider our work on the unlicensed front as a major part of our business. In the near term this means you already place orders for 5.4 GHz BreezeACCESS VL, as well as 5.3 GHz and of course 5.8 GHz. We hope to bring you other bands for unlicensed in the not-to-distant future as well. Thanks again to all, Regards, Patrick Alvarion ** ** This footnote confirms that this email message has been scanned by PineApp Mail-SeCure for the presence of malicious code, vandals computer viruses(84). ** ** ** ** This footnote confirms that this email message has been scanned by PineApp Mail-SeCure for the presence of malicious code, vandals computer viruses. ** ** -- -- Would you like to see your advertisement here? Let the WISPA Board know your feelings about allowing advertisements on the free WISPA lists. The current Board is taking this under consideration at this time. We want to know your thoughts. -- -- -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/ --- [This E-mail scanned for viruses by Declude Virus] Dial-Up Internet service from Info-Ed, Inc. as low as $9.99/mth. Check out www.info-ed.com for information. Would you like to see your advertisement here? Let the WISPA Board know your feelings about allowing advertisements on the free WISPA lists. The current Board is taking this under consideration at this time. We want to know your thoughts. -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless
Re: [WISPA] Thanks Everyone - OT
We are really close to having one of our first bigger accounts with VL, 6 U/D and some advanced services with it (BGP and some other redunancy services). Its not a big bandwidth piece, but we are filling a void in our area. It will be interesting to see where it goes. :) Ryan On Mon, 2007-08-13 at 21:24 -0700, Marlon K. Schafer wrote: Coolness. I'm probably only a month away from ordering my first batch of VL. Looking forward to it. You still thinking of coming up here next month? I sent an off list note but I don't think you are getting them from me. laters, marlon - Original Message - From: Patrick Leary [EMAIL PROTECTED] To: WISPA General List wireless@wispa.org Sent: Wednesday, August 01, 2007 1:48 PM Subject: RE: [WISPA] Thanks Everyone - OT You do have major price drops through the COMNET program (sub $300 VL CPE for the CPE that lists for $995), resulting in MUCH more humble margins. Remember that that gross is across all product sets, to include BreezeMAX and right now, since operators are just now building out, the numbers reflect a strong mix of infrastructure relative to CPE. - Patrick -Original Message- From: [EMAIL PROTECTED] [mailto:[EMAIL PROTECTED] On Behalf Of Marlon K. Schafer Sent: Wednesday, August 01, 2007 1:37 PM To: [EMAIL PROTECTED]; WISPA General List Subject: Re: [WISPA] Thanks Everyone - OT yeah, looks like a dang good reason for some price drops to me! lol marlon - Original Message - From: Scottie Arnett [EMAIL PROTECTED] To: WISPA General List wireless@wispa.org Sent: Wednesday, August 01, 2007 8:12 AM Subject: Re: [WISPA] Thanks Everyone - OT Congrats Patrick. Gross margin of 51% I wish I could do that on this end. LOL. -- Original Message -- From: Patrick Leary [EMAIL PROTECTED] Reply-To: WISPA General List wireless@wispa.org Date: Wed, 1 Aug 2007 07:40:00 -0700 Just a note of appreciation to all our customers for enabling us to report an excellent Q2 quarterly report today, which beat the street estimates. Highlights include: - Record revenues of $57.5 million, up 31% from Q2 2006; - Record BreezeMAX(TM) revenues of $27.9 million; - Gross margin of 51%; - Non-GAAP EPS of $0.03; GAAP EPS of $0.00; - Commercial WiMAX deployments of 170, up from 150 in Q1 - About 40 802.16e mobile WiMAX trials (about 2x claimed by any competitor) - Major new ecosystem partners such as Bridgewater and Arraycom (for beamforming) - Positive operating cash flow of $2.6 million, growing cash to about $122M - Revising Y over Y growth to 25-30% http://biz.yahoo.com/bw/070801/20070731006573.html?.v=1 And more central to the WISP front, one of the other up surprises is that our non-WiMAX business continued to grow, thanks mostly in part to our North American BreezeACCESS VL and BreezeNET B100 customers. I want WISPs to know that even with the heavy investments on the WiMAX side, we continue to invest in our UL solutions and we consider our work on the unlicensed front as a major part of our business. In the near term this means you already place orders for 5.4 GHz BreezeACCESS VL, as well as 5.3 GHz and of course 5.8 GHz. We hope to bring you other bands for unlicensed in the not-to-distant future as well. Thanks again to all, Regards, Patrick Alvarion ** ** This footnote confirms that this email message has been scanned by PineApp Mail-SeCure for the presence of malicious code, vandals computer viruses(84). ** ** ** ** This footnote confirms that this email message has been scanned by PineApp Mail-SeCure for the presence of malicious code, vandals computer viruses. ** ** -- -- Would you like to see your advertisement here? Let the WISPA Board know your feelings about allowing advertisements on the free WISPA lists. The current Board is taking this under consideration at this time. We want to know your thoughts. -- -- -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/ --- [This E-mail scanned for viruses by Declude Virus] Dial-Up Internet service from Info-Ed, Inc. as low as $9.99/mth. Check out www.info-ed.com for information. Would you like to see your
[WISPA] Thanks Everyone - OT
Just a note of appreciation to all our customers for enabling us to report an excellent Q2 quarterly report today, which beat the street estimates. Highlights include: - Record revenues of $57.5 million, up 31% from Q2 2006; - Record BreezeMAX(TM) revenues of $27.9 million; - Gross margin of 51%; - Non-GAAP EPS of $0.03; GAAP EPS of $0.00; - Commercial WiMAX deployments of 170, up from 150 in Q1 - About 40 802.16e mobile WiMAX trials (about 2x claimed by any competitor) - Major new ecosystem partners such as Bridgewater and Arraycom (for beamforming) - Positive operating cash flow of $2.6 million, growing cash to about $122M - Revising Y over Y growth to 25-30% http://biz.yahoo.com/bw/070801/20070731006573.html?.v=1 And more central to the WISP front, one of the other up surprises is that our non-WiMAX business continued to grow, thanks mostly in part to our North American BreezeACCESS VL and BreezeNET B100 customers. I want WISPs to know that even with the heavy investments on the WiMAX side, we continue to invest in our UL solutions and we consider our work on the unlicensed front as a major part of our business. In the near term this means you already place orders for 5.4 GHz BreezeACCESS VL, as well as 5.3 GHz and of course 5.8 GHz. We hope to bring you other bands for unlicensed in the not-to-distant future as well. Thanks again to all, Regards, Patrick Alvarion This footnote confirms that this email message has been scanned by PineApp Mail-SeCure for the presence of malicious code, vandals computer viruses(84). This footnote confirms that this email message has been scanned by PineApp Mail-SeCure for the presence of malicious code, vandals computer viruses. Would you like to see your advertisement here? Let the WISPA Board know your feelings about allowing advertisements on the free WISPA lists. The current Board is taking this under consideration at this time. We want to know your thoughts. -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/
RE: [WISPA] Thanks Everyone - OT
Thanks Scottie. Long term margin target is 45%. Remember, that that is gross, not net. No one is getting rich here and this quarter marks a return to GAAP profitability after a long, long fight back up from the dotcom bust. We still have a ways to go to reach our goal of 10% operating profit. While that margin number might sound high to you Scottie, keep in mind that we invested in RD over $13M last quarter and had sales and marketing expenses of over $13.5M -- and these are the sorts of percentages of revenues that WISPs will never have to see for such things (and most of our competition is investing at much lower levels). Such levels of RD benefit WISPs though too, so long as they do not continue to try to re-create the wheel for themselves! :) - Patrick -Original Message- From: [EMAIL PROTECTED] [mailto:[EMAIL PROTECTED] On Behalf Of Scottie Arnett Sent: Wednesday, August 01, 2007 8:13 AM To: WISPA General List Subject: Re: [WISPA] Thanks Everyone - OT Congrats Patrick. Gross margin of 51% I wish I could do that on this end. LOL. -- Original Message -- From: Patrick Leary [EMAIL PROTECTED] Reply-To: WISPA General List wireless@wispa.org Date: Wed, 1 Aug 2007 07:40:00 -0700 Just a note of appreciation to all our customers for enabling us to report an excellent Q2 quarterly report today, which beat the street estimates. Highlights include: - Record revenues of $57.5 million, up 31% from Q2 2006; - Record BreezeMAX(TM) revenues of $27.9 million; - Gross margin of 51%; - Non-GAAP EPS of $0.03; GAAP EPS of $0.00; - Commercial WiMAX deployments of 170, up from 150 in Q1 - About 40 802.16e mobile WiMAX trials (about 2x claimed by any competitor) - Major new ecosystem partners such as Bridgewater and Arraycom (for beamforming) - Positive operating cash flow of $2.6 million, growing cash to about $122M - Revising Y over Y growth to 25-30% http://biz.yahoo.com/bw/070801/20070731006573.html?.v=1 And more central to the WISP front, one of the other up surprises is that our non-WiMAX business continued to grow, thanks mostly in part to our North American BreezeACCESS VL and BreezeNET B100 customers. I want WISPs to know that even with the heavy investments on the WiMAX side, we continue to invest in our UL solutions and we consider our work on the unlicensed front as a major part of our business. In the near term this means you already place orders for 5.4 GHz BreezeACCESS VL, as well as 5.3 GHz and of course 5.8 GHz. We hope to bring you other bands for unlicensed in the not-to-distant future as well. Thanks again to all, Regards, Patrick Alvarion *** * This footnote confirms that this email message has been scanned by PineApp Mail-SeCure for the presence of malicious code, vandals computer viruses(84). *** * This footnote confirms that this email message has been scanned by PineApp Mail-SeCure for the presence of malicious code, vandals computer viruses. *** * --- - Would you like to see your advertisement here? Let the WISPA Board know your feelings about allowing advertisements on the free WISPA lists. The current Board is taking this under consideration at this time. We want to know your thoughts. --- - -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/ --- [This E-mail scanned for viruses by Declude Virus] Dial-Up Internet service from Info-Ed, Inc. as low as $9.99/mth. Check out www.info-ed.com for information. Would you like to see your advertisement here? Let the WISPA Board know your feelings about allowing advertisements on the free WISPA lists. The current Board is taking this under consideration at this time. We want to know your thoughts. -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/ This footnote confirms that this email message has been scanned by PineApp Mail-SeCure for the presence of malicious code, vandals computer viruses(190
Re: [WISPA] Thanks Everyone - OT
That's good news Patrick. I just got a note from Wireless Connections that my trade-in checks for buying 2 Alvarion B-100 links is in the mail today. I was afraid all that free money you were sending me for the B-100 upgrades was going to hurt your pocket book. Now I don't feel so bad! :-) That trade in program was a very good deal for me. We had two EX-1 links that we replaced with Alvarion B-100s. I am glad to report they are doing a very nice job. One of them carries 95% of my wireless network traffic and does not skip a beat. We trust our heaviest used links to Alvarion B-100s. Scriv Patrick Leary wrote: Just a note of appreciation to all our customers for enabling us to report an excellent Q2 quarterly report today, which beat the street estimates. Highlights include: - Record revenues of $57.5 million, up 31% from Q2 2006; - Record BreezeMAX(TM) revenues of $27.9 million; - Gross margin of 51%; - Non-GAAP EPS of $0.03; GAAP EPS of $0.00; - Commercial WiMAX deployments of 170, up from 150 in Q1 - About 40 802.16e mobile WiMAX trials (about 2x claimed by any competitor) - Major new ecosystem partners such as Bridgewater and Arraycom (for beamforming) - Positive operating cash flow of $2.6 million, growing cash to about $122M - Revising Y over Y growth to 25-30% http://biz.yahoo.com/bw/070801/20070731006573.html?.v=1 And more central to the WISP front, one of the other up surprises is that our non-WiMAX business continued to grow, thanks mostly in part to our North American BreezeACCESS VL and BreezeNET B100 customers. I want WISPs to know that even with the heavy investments on the WiMAX side, we continue to invest in our UL solutions and we consider our work on the unlicensed front as a major part of our business. In the near term this means you already place orders for 5.4 GHz BreezeACCESS VL, as well as 5.3 GHz and of course 5.8 GHz. We hope to bring you other bands for unlicensed in the not-to-distant future as well. Thanks again to all, Regards, Patrick Alvarion This footnote confirms that this email message has been scanned by PineApp Mail-SeCure for the presence of malicious code, vandals computer viruses(84). This footnote confirms that this email message has been scanned by PineApp Mail-SeCure for the presence of malicious code, vandals computer viruses. Would you like to see your advertisement here? Let the WISPA Board know your feelings about allowing advertisements on the free WISPA lists. The current Board is taking this under consideration at this time. We want to know your thoughts. Would you like to see your advertisement here? Let the WISPA Board know your feelings about allowing advertisements on the free WISPA lists. The current Board is taking this under consideration at this time. We want to know your thoughts. -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/
RE: [WISPA] Thanks Everyone - OT
As reported on the call, recognized revenue from North America was about 11% of the $57.5M - Patrick -Original Message- From: [EMAIL PROTECTED] [mailto:[EMAIL PROTECTED] On Behalf Of Drew Lentz Sent: Wednesday, August 01, 2007 11:45 AM To: 'WISPA General List' Subject: RE: [WISPA] Thanks Everyone - OT Patrick, What were your sales like in the US? Drew Lentz [EMAIL PROTECTED] -Original Message- From: [EMAIL PROTECTED] [mailto:[EMAIL PROTECTED] On Behalf Of Patrick Leary Sent: Wednesday, August 01, 2007 9:40 AM To: WISPA General List Subject: [WISPA] Thanks Everyone - OT Just a note of appreciation to all our customers for enabling us to report an excellent Q2 quarterly report today, which beat the street estimates. Highlights include: - Record revenues of $57.5 million, up 31% from Q2 2006; - Record BreezeMAX(TM) revenues of $27.9 million; - Gross margin of 51%; - Non-GAAP EPS of $0.03; GAAP EPS of $0.00; - Commercial WiMAX deployments of 170, up from 150 in Q1 - About 40 802.16e mobile WiMAX trials (about 2x claimed by any competitor) - Major new ecosystem partners such as Bridgewater and Arraycom (for beamforming) - Positive operating cash flow of $2.6 million, growing cash to about $122M - Revising Y over Y growth to 25-30% http://biz.yahoo.com/bw/070801/20070731006573.html?.v=1 And more central to the WISP front, one of the other up surprises is that our non-WiMAX business continued to grow, thanks mostly in part to our North American BreezeACCESS VL and BreezeNET B100 customers. I want WISPs to know that even with the heavy investments on the WiMAX side, we continue to invest in our UL solutions and we consider our work on the unlicensed front as a major part of our business. In the near term this means you already place orders for 5.4 GHz BreezeACCESS VL, as well as 5.3 GHz and of course 5.8 GHz. We hope to bring you other bands for unlicensed in the not-to-distant future as well. Thanks again to all, Regards, Patrick Alvarion This footnote confirms that this email message has been scanned by PineApp Mail-SeCure for the presence of malicious code, vandals computer viruses(84). This footnote confirms that this email message has been scanned by PineApp Mail-SeCure for the presence of malicious code, vandals computer viruses. Would you like to see your advertisement here? Let the WISPA Board know your feelings about allowing advertisements on the free WISPA lists. The current Board is taking this under consideration at this time. We want to know your thoughts. -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/ WISPA Wants You! Join today! http://signup.wispa.org/ -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/ This footnote confirms that this email message has been scanned by PineApp Mail-SeCure for the presence of malicious code, vandals computer viruses(190). This footnote confirms that this email message has been scanned by PineApp Mail-SeCure for the presence of malicious code, vandals computer viruses(42). This footnote confirms that this email message has been scanned by PineApp Mail-SeCure for the presence of malicious code, vandals computer viruses(84). This footnote confirms that this email message has been scanned by PineApp Mail-SeCure for the presence of malicious code, vandals computer viruses
RE: [WISPA] Thanks Everyone - OT
Patrick, What were your sales like in the US? Drew Lentz [EMAIL PROTECTED] -Original Message- From: [EMAIL PROTECTED] [mailto:[EMAIL PROTECTED] On Behalf Of Patrick Leary Sent: Wednesday, August 01, 2007 9:40 AM To: WISPA General List Subject: [WISPA] Thanks Everyone - OT Just a note of appreciation to all our customers for enabling us to report an excellent Q2 quarterly report today, which beat the street estimates. Highlights include: - Record revenues of $57.5 million, up 31% from Q2 2006; - Record BreezeMAX(TM) revenues of $27.9 million; - Gross margin of 51%; - Non-GAAP EPS of $0.03; GAAP EPS of $0.00; - Commercial WiMAX deployments of 170, up from 150 in Q1 - About 40 802.16e mobile WiMAX trials (about 2x claimed by any competitor) - Major new ecosystem partners such as Bridgewater and Arraycom (for beamforming) - Positive operating cash flow of $2.6 million, growing cash to about $122M - Revising Y over Y growth to 25-30% http://biz.yahoo.com/bw/070801/20070731006573.html?.v=1 And more central to the WISP front, one of the other up surprises is that our non-WiMAX business continued to grow, thanks mostly in part to our North American BreezeACCESS VL and BreezeNET B100 customers. I want WISPs to know that even with the heavy investments on the WiMAX side, we continue to invest in our UL solutions and we consider our work on the unlicensed front as a major part of our business. In the near term this means you already place orders for 5.4 GHz BreezeACCESS VL, as well as 5.3 GHz and of course 5.8 GHz. We hope to bring you other bands for unlicensed in the not-to-distant future as well. Thanks again to all, Regards, Patrick Alvarion This footnote confirms that this email message has been scanned by PineApp Mail-SeCure for the presence of malicious code, vandals computer viruses(84). This footnote confirms that this email message has been scanned by PineApp Mail-SeCure for the presence of malicious code, vandals computer viruses. Would you like to see your advertisement here? Let the WISPA Board know your feelings about allowing advertisements on the free WISPA lists. The current Board is taking this under consideration at this time. We want to know your thoughts. -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/ WISPA Wants You! Join today! http://signup.wispa.org/ -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/
Re: [WISPA] Thanks Everyone - OT
yeah, looks like a dang good reason for some price drops to me! lol marlon - Original Message - From: Scottie Arnett [EMAIL PROTECTED] To: WISPA General List wireless@wispa.org Sent: Wednesday, August 01, 2007 8:12 AM Subject: Re: [WISPA] Thanks Everyone - OT Congrats Patrick. Gross margin of 51% I wish I could do that on this end. LOL. -- Original Message -- From: Patrick Leary [EMAIL PROTECTED] Reply-To: WISPA General List wireless@wispa.org Date: Wed, 1 Aug 2007 07:40:00 -0700 Just a note of appreciation to all our customers for enabling us to report an excellent Q2 quarterly report today, which beat the street estimates. Highlights include: - Record revenues of $57.5 million, up 31% from Q2 2006; - Record BreezeMAX(TM) revenues of $27.9 million; - Gross margin of 51%; - Non-GAAP EPS of $0.03; GAAP EPS of $0.00; - Commercial WiMAX deployments of 170, up from 150 in Q1 - About 40 802.16e mobile WiMAX trials (about 2x claimed by any competitor) - Major new ecosystem partners such as Bridgewater and Arraycom (for beamforming) - Positive operating cash flow of $2.6 million, growing cash to about $122M - Revising Y over Y growth to 25-30% http://biz.yahoo.com/bw/070801/20070731006573.html?.v=1 And more central to the WISP front, one of the other up surprises is that our non-WiMAX business continued to grow, thanks mostly in part to our North American BreezeACCESS VL and BreezeNET B100 customers. I want WISPs to know that even with the heavy investments on the WiMAX side, we continue to invest in our UL solutions and we consider our work on the unlicensed front as a major part of our business. In the near term this means you already place orders for 5.4 GHz BreezeACCESS VL, as well as 5.3 GHz and of course 5.8 GHz. We hope to bring you other bands for unlicensed in the not-to-distant future as well. Thanks again to all, Regards, Patrick Alvarion This footnote confirms that this email message has been scanned by PineApp Mail-SeCure for the presence of malicious code, vandals computer viruses(84). This footnote confirms that this email message has been scanned by PineApp Mail-SeCure for the presence of malicious code, vandals computer viruses. Would you like to see your advertisement here? Let the WISPA Board know your feelings about allowing advertisements on the free WISPA lists. The current Board is taking this under consideration at this time. We want to know your thoughts. -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/ --- [This E-mail scanned for viruses by Declude Virus] Dial-Up Internet service from Info-Ed, Inc. as low as $9.99/mth. Check out www.info-ed.com for information. Would you like to see your advertisement here? Let the WISPA Board know your feelings about allowing advertisements on the free WISPA lists. The current Board is taking this under consideration at this time. We want to know your thoughts. -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/ WISPA Wants You! Join today! http://signup.wispa.org/ -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/
RE: [WISPA] Thanks Everyone - OT
I'm still waiting on an answer to the 5.3 VL equipment being added to the Comnet program... - Cliff LeBoeuf - 985-879-3219 - www.cssla.com http://www.cssla.com/ - www.triparish.net http://www.triparish.net/ From: [EMAIL PROTECTED] on behalf of Patrick Leary Sent: Wed 8/1/2007 3:48 PM To: WISPA General List Subject: RE: [WISPA] Thanks Everyone - OT You do have major price drops through the COMNET program (sub $300 VL CPE for the CPE that lists for $995), resulting in MUCH more humble margins. Remember that that gross is across all product sets, to include BreezeMAX and right now, since operators are just now building out, the numbers reflect a strong mix of infrastructure relative to CPE. - Patrick -Original Message- From: [EMAIL PROTECTED] [mailto:[EMAIL PROTECTED] On Behalf Of Marlon K. Schafer Sent: Wednesday, August 01, 2007 1:37 PM To: [EMAIL PROTECTED]; WISPA General List Subject: Re: [WISPA] Thanks Everyone - OT yeah, looks like a dang good reason for some price drops to me! lol marlon - Original Message - From: Scottie Arnett [EMAIL PROTECTED] To: WISPA General List wireless@wispa.org Sent: Wednesday, August 01, 2007 8:12 AM Subject: Re: [WISPA] Thanks Everyone - OT Congrats Patrick. Gross margin of 51% I wish I could do that on this end. LOL. -- Original Message -- From: Patrick Leary [EMAIL PROTECTED] Reply-To: WISPA General List wireless@wispa.org Date: Wed, 1 Aug 2007 07:40:00 -0700 Just a note of appreciation to all our customers for enabling us to report an excellent Q2 quarterly report today, which beat the street estimates. Highlights include: - Record revenues of $57.5 million, up 31% from Q2 2006; - Record BreezeMAX(TM) revenues of $27.9 million; - Gross margin of 51%; - Non-GAAP EPS of $0.03; GAAP EPS of $0.00; - Commercial WiMAX deployments of 170, up from 150 in Q1 - About 40 802.16e mobile WiMAX trials (about 2x claimed by any competitor) - Major new ecosystem partners such as Bridgewater and Arraycom (for beamforming) - Positive operating cash flow of $2.6 million, growing cash to about $122M - Revising Y over Y growth to 25-30% http://biz.yahoo.com/bw/070801/20070731006573.html?.v=1 And more central to the WISP front, one of the other up surprises is that our non-WiMAX business continued to grow, thanks mostly in part to our North American BreezeACCESS VL and BreezeNET B100 customers. I want WISPs to know that even with the heavy investments on the WiMAX side, we continue to invest in our UL solutions and we consider our work on the unlicensed front as a major part of our business. In the near term this means you already place orders for 5.4 GHz BreezeACCESS VL, as well as 5.3 GHz and of course 5.8 GHz. We hope to bring you other bands for unlicensed in the not-to-distant future as well. Thanks again to all, Regards, Patrick Alvarion ** ** This footnote confirms that this email message has been scanned by PineApp Mail-SeCure for the presence of malicious code, vandals computer viruses(84). ** ** ** ** This footnote confirms that this email message has been scanned by PineApp Mail-SeCure for the presence of malicious code, vandals computer viruses. ** ** -- -- Would you like to see your advertisement here? Let the WISPA Board know your feelings about allowing advertisements on the free WISPA lists. The current Board is taking this under consideration at this time. We want to know your thoughts. -- -- -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/ --- [This E-mail scanned for viruses by Declude Virus] Dial-Up Internet service from Info-Ed, Inc. as low as $9.99/mth. Check out www.info-ed.com for information. Would you like to see your advertisement here? Let the WISPA Board know your feelings about allowing advertisements on the free WISPA lists. The current Board is taking this under consideration at this time. We want to know your thoughts. -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless
RE: [WISPA] Thanks Everyone - OT
Cliff, If it makes you feel any better, so am I :-) From: [EMAIL PROTECTED] [mailto:[EMAIL PROTECTED] On Behalf Of Cliff Leboeuf Sent: Wednesday, August 01, 2007 4:30 PM To: WISPA General List Subject: RE: [WISPA] Thanks Everyone - OT I'm still waiting on an answer to the 5.3 VL equipment being added to the Comnet program... - Cliff LeBoeuf - 985-879-3219 - www.cssla.com http://www.cssla.com/ - www.triparish.net http://www.triparish.net/ From: [EMAIL PROTECTED] on behalf of Patrick Leary Sent: Wed 8/1/2007 3:48 PM To: WISPA General List Subject: RE: [WISPA] Thanks Everyone - OT You do have major price drops through the COMNET program (sub $300 VL CPE for the CPE that lists for $995), resulting in MUCH more humble margins. Remember that that gross is across all product sets, to include BreezeMAX and right now, since operators are just now building out, the numbers reflect a strong mix of infrastructure relative to CPE. - Patrick -Original Message- From: [EMAIL PROTECTED] [mailto:[EMAIL PROTECTED] On Behalf Of Marlon K. Schafer Sent: Wednesday, August 01, 2007 1:37 PM To: [EMAIL PROTECTED]; WISPA General List Subject: Re: [WISPA] Thanks Everyone - OT yeah, looks like a dang good reason for some price drops to me! lol marlon - Original Message - From: Scottie Arnett [EMAIL PROTECTED] To: WISPA General List wireless@wispa.org Sent: Wednesday, August 01, 2007 8:12 AM Subject: Re: [WISPA] Thanks Everyone - OT Congrats Patrick. Gross margin of 51% I wish I could do that on this end. LOL. -- Original Message -- From: Patrick Leary [EMAIL PROTECTED] Reply-To: WISPA General List wireless@wispa.org Date: Wed, 1 Aug 2007 07:40:00 -0700 Just a note of appreciation to all our customers for enabling us to report an excellent Q2 quarterly report today, which beat the street estimates. Highlights include: - Record revenues of $57.5 million, up 31% from Q2 2006; - Record BreezeMAX(TM) revenues of $27.9 million; - Gross margin of 51%; - Non-GAAP EPS of $0.03; GAAP EPS of $0.00; - Commercial WiMAX deployments of 170, up from 150 in Q1 - About 40 802.16e mobile WiMAX trials (about 2x claimed by any competitor) - Major new ecosystem partners such as Bridgewater and Arraycom (for beamforming) - Positive operating cash flow of $2.6 million, growing cash to about $122M - Revising Y over Y growth to 25-30% http://biz.yahoo.com/bw/070801/20070731006573.html?.v=1 And more central to the WISP front, one of the other up surprises is that our non-WiMAX business continued to grow, thanks mostly in part to our North American BreezeACCESS VL and BreezeNET B100 customers. I want WISPs to know that even with the heavy investments on the WiMAX side, we continue to invest in our UL solutions and we consider our work on the unlicensed front as a major part of our business. In the near term this means you already place orders for 5.4 GHz BreezeACCESS VL, as well as 5.3 GHz and of course 5.8 GHz. We hope to bring you other bands for unlicensed in the not-to-distant future as well. Thanks again to all, Regards, Patrick Alvarion ** ** This footnote confirms that this email message has been scanned by PineApp Mail-SeCure for the presence of malicious code, vandals computer viruses(84). ** ** ** ** This footnote confirms that this email message has been scanned by PineApp Mail-SeCure for the presence of malicious code, vandals computer viruses. ** ** -- -- Would you like to see your advertisement here? Let the WISPA Board know your feelings about allowing advertisements on the free WISPA lists. The current Board is taking this under consideration at this time. We want to know your thoughts. -- -- -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/ --- [This E-mail scanned for viruses by Declude Virus] Dial-Up Internet service from Info-Ed, Inc. as low as $9.99/mth. Check out www.info-ed.com for information. Would you like to see your advertisement here? Let the WISPA Board know your feelings about allowing advertisements on the free WISPA lists. The current Board is taking this under consideration at this time. We want to know your thoughts
RE: [WISPA] Thanks Everyone - OT
It does... :) Thanks. - Cliff LeBoeuf - 985-879-3219 - www.cssla.com http://www.cssla.com/ - www.triparish.net http://www.triparish.net/ From: [EMAIL PROTECTED] on behalf of Patrick Leary Sent: Wed 8/1/2007 6:43 PM To: WISPA General List Subject: RE: [WISPA] Thanks Everyone - OT Cliff, If it makes you feel any better, so am I :-) From: [EMAIL PROTECTED] [mailto:[EMAIL PROTECTED] On Behalf Of Cliff Leboeuf Sent: Wednesday, August 01, 2007 4:30 PM To: WISPA General List Subject: RE: [WISPA] Thanks Everyone - OT I'm still waiting on an answer to the 5.3 VL equipment being added to the Comnet program... - Cliff LeBoeuf - 985-879-3219 - www.cssla.com http://www.cssla.com/ - www.triparish.net http://www.triparish.net/ From: [EMAIL PROTECTED] on behalf of Patrick Leary Sent: Wed 8/1/2007 3:48 PM To: WISPA General List Subject: RE: [WISPA] Thanks Everyone - OT You do have major price drops through the COMNET program (sub $300 VL CPE for the CPE that lists for $995), resulting in MUCH more humble margins. Remember that that gross is across all product sets, to include BreezeMAX and right now, since operators are just now building out, the numbers reflect a strong mix of infrastructure relative to CPE. - Patrick -Original Message- From: [EMAIL PROTECTED] [mailto:[EMAIL PROTECTED] On Behalf Of Marlon K. Schafer Sent: Wednesday, August 01, 2007 1:37 PM To: [EMAIL PROTECTED]; WISPA General List Subject: Re: [WISPA] Thanks Everyone - OT yeah, looks like a dang good reason for some price drops to me! lol marlon - Original Message - From: Scottie Arnett [EMAIL PROTECTED] To: WISPA General List wireless@wispa.org Sent: Wednesday, August 01, 2007 8:12 AM Subject: Re: [WISPA] Thanks Everyone - OT Congrats Patrick. Gross margin of 51% I wish I could do that on this end. LOL. -- Original Message -- From: Patrick Leary [EMAIL PROTECTED] Reply-To: WISPA General List wireless@wispa.org Date: Wed, 1 Aug 2007 07:40:00 -0700 Just a note of appreciation to all our customers for enabling us to report an excellent Q2 quarterly report today, which beat the street estimates. Highlights include: - Record revenues of $57.5 million, up 31% from Q2 2006; - Record BreezeMAX(TM) revenues of $27.9 million; - Gross margin of 51%; - Non-GAAP EPS of $0.03; GAAP EPS of $0.00; - Commercial WiMAX deployments of 170, up from 150 in Q1 - About 40 802.16e mobile WiMAX trials (about 2x claimed by any competitor) - Major new ecosystem partners such as Bridgewater and Arraycom (for beamforming) - Positive operating cash flow of $2.6 million, growing cash to about $122M - Revising Y over Y growth to 25-30% http://biz.yahoo.com/bw/070801/20070731006573.html?.v=1 And more central to the WISP front, one of the other up surprises is that our non-WiMAX business continued to grow, thanks mostly in part to our North American BreezeACCESS VL and BreezeNET B100 customers. I want WISPs to know that even with the heavy investments on the WiMAX side, we continue to invest in our UL solutions and we consider our work on the unlicensed front as a major part of our business. In the near term this means you already place orders for 5.4 GHz BreezeACCESS VL, as well as 5.3 GHz and of course 5.8 GHz. We hope to bring you other bands for unlicensed in the not-to-distant future as well. Thanks again to all, Regards, Patrick Alvarion ** ** This footnote confirms that this email message has been scanned by PineApp Mail-SeCure for the presence of malicious code, vandals computer viruses(84). ** ** ** ** This footnote confirms that this email message has been scanned by PineApp Mail-SeCure for the presence of malicious code, vandals computer viruses. ** ** -- -- Would you like to see your advertisement here? Let the WISPA Board know your feelings about allowing advertisements on the free WISPA lists. The current Board is taking this under consideration at this time. We want to know your thoughts. -- -- -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/ --- [This E-mail scanned for viruses by Declude Virus] Dial-Up Internet service from Info-Ed, Inc. as low as $9.99/mth. Check out www.info-ed.com for information
RE: [WISPA] Thanks Everyone - OT
Patrick, Excellent numbers, congratulations, you guys deserve it because you listen, and work hard on what you hear! I read a news story about a 5.8 deployment in Australia, is this a precursor to UL here? http://www.itwire.com.au/content/view/13772/127/ Chuck Profito 209-988-7388 CV-ACCESS, INC [EMAIL PROTECTED] Providing High Speed Broadband to Rural Central California -Original Message- From: [EMAIL PROTECTED] [mailto:[EMAIL PROTECTED] On Behalf Of Patrick Leary Sent: Wednesday, August 01, 2007 7:40 AM To: WISPA General List Subject: [WISPA] Thanks Everyone - OT Just a note of appreciation to all our customers for enabling us to report an excellent Q2 quarterly report today, which beat the street estimates. Highlights include: - Record revenues of $57.5 million, up 31% from Q2 2006; - Record BreezeMAX(TM) revenues of $27.9 million; - Gross margin of 51%; - Non-GAAP EPS of $0.03; GAAP EPS of $0.00; - Commercial WiMAX deployments of 170, up from 150 in Q1 - About 40 802.16e mobile WiMAX trials (about 2x claimed by any competitor) - Major new ecosystem partners such as Bridgewater and Arraycom (for beamforming) - Positive operating cash flow of $2.6 million, growing cash to about $122M - Revising Y over Y growth to 25-30% http://biz.yahoo.com/bw/070801/20070731006573.html?.v=1 And more central to the WISP front, one of the other up surprises is that our non-WiMAX business continued to grow, thanks mostly in part to our North American BreezeACCESS VL and BreezeNET B100 customers. I want WISPs to know that even with the heavy investments on the WiMAX side, we continue to invest in our UL solutions and we consider our work on the unlicensed front as a major part of our business. In the near term this means you already place orders for 5.4 GHz BreezeACCESS VL, as well as 5.3 GHz and of course 5.8 GHz. We hope to bring you other bands for unlicensed in the not-to-distant future as well. Thanks again to all, Regards, Patrick Alvarion This footnote confirms that this email message has been scanned by PineApp Mail-SeCure for the presence of malicious code, vandals computer viruses(84). This footnote confirms that this email message has been scanned by PineApp Mail-SeCure for the presence of malicious code, vandals computer viruses. Would you like to see your advertisement here? Let the WISPA Board know your feelings about allowing advertisements on the free WISPA lists. The current Board is taking this under consideration at this time. We want to know your thoughts. -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/ WISPA Wants You! Join today! http://signup.wispa.org/ -- WISPA Wireless List: wireless@wispa.org Subscribe/Unsubscribe: http://lists.wispa.org/mailman/listinfo/wireless Archives: http://lists.wispa.org/pipermail/wireless/
