Lantronix Inc. buy Subdi

Ein creativer Hersteller für Netzwerktechnik,

das ist noch eine kleine Firma, die noch viel wachsen kann. Ich versuche es mit einem Kauflimit von 1,48 EUR Aus einem Artikel von Mark Gomes:

Here's our complete set of quarterly highlights:

• $12.2 million in sales, +16% y/y and +9% sequentially, primarily due to increased unit sales of new products (xPrintServer and SLP Console).

• All regions experienced year over year growth. Several existing products rely on Europe and Data Centers. Both got hit in the September quarter, but rebounded a bit in December. However, LTRX credits this to its sales and marketing efforts, as opposed to a sustainable improvement in Europe and Data Centers build-outs. FYI, Data Centers may have simply been in delay mode. Many DC build-outs are driven by government, which were on hold until January 1st.

• The autumn signing of Ingram (Europe) is proceeding well. The next step is for LTRX to sign Ingram's VARs, which should occur over the next 2-3 Qs, leading to a revenue ramp in the fall timeframe. This is in-line with the time line we originally envisioned.

Three new products were tied to the December quarter:

• xDirect for networking machines. This fits into the External Device Enablement category, which exhibit semiconductor-like characteristics (12-18 month ramp times, but huge revenues with 6+ year life cycles).

• vSLM, a virtualized software solution for integrating and managing IT equipment (this is an SLC enabler; don't expect this to produce meaningful revenue).

• xPrint Server Office Edition, an Enterprise version of xPrint Server. This is an immediate contributor.

Possible new products in the March quarter:

• A new xSenso offering?

• A wireless version of xPico?

• Stay tuned… and expect a big announcement in the next month.