Pace Plc Share Discussion Threads

[andyble] 18/2/2018 11:23

Rather old but still likely relevant

Also topical and wot no 10%!

[freddie01] 17/2/2018 09:09

On the Vertical Side of Things by OleHenrikSkjelstad



By dubai_mall_uae - Burj Khalifa



Underwater tennis in Dubai











Differences between commercial and personal yachts





Les couleurs de Colmar ~ RUFF Etienne

[amphiprion] 16/2/2018 14:21

Would anyone with more technical expertise than I have be able to comment on this? Virtual CCap. Would this directly compete with the E6000, or does it have a different application profile?

[freddie01] 16/2/2018 08:41

The Fairy Glen, Isle of Skye, Scotland, Autumn 2017 by Janpram

[alexmcdonald] 15/2/2018 16:25

Investor day is 23 March. I would love to go just see the product range.
I am looking forward to some consolidation going forward and that Arris will fulfil it's potential!!!!

[alexmcdonald] 15/2/2018 16:19

G - well done on the recent addition.

[freddie01] 15/2/2018 15:14

wreck
By : Stephanie Owyang



Blue Moon Valley, China.











Picasso triggerfish by papa74







A traffic jam in Glencoe, Scotland.

[sikhthetech] 15/2/2018 11:36

Thanks Andy, Alex...
Interesting turnaround...

[andyble] 15/2/2018 08:03

The transcript reads with rather a positive buzz :-)


Snippets :-
And even with only one month of enterprise sales, we saw a meaningful improvement in gross margin increasing to 28.8% percent on an adjusted basis.
We expect this will become a major new cornerstone for the company and are projecting greater than 20% sales growth year-over-year on a proforma basis for the overall Ruckus business.
We expect that cost of memory will continue to be an issue in our CPE segment and are currently projecting another 10% increase in costs in 2018 relative to the fourth quarter of 2017.
And we are in extensive discussions with customers to adjust pricing to reflect increased memory costs and are being increasingly more selective on the projects that we pursue. Combined with a broader set of actions, we're committed to improving the financial performance of this product segment.
Doug Clark
Great thanks. My first question is on the video CPE side. You talked about taking a more kind of disciplined approach and having price conversations with customers. Can you give a little bit more detail, that seems like a bit of a change of tone for you guys so how are those conversations going what would it take to walk away from business and anything else you'd like to add?
Bruce McClelland
Well, I guess I would say as it's become clear what we think happens in 2018 with memory it's a situation where we have to have these discussions with customers and find a path forward and I'll kind of leave it at that. It's extremely active dialogue across the board and I think we'll be successful in finding a middle ground that works for everyone and if we can't on some pieces of business that just don't look like they're long term the right place for us to be, I think you'll find us trim those out.

Note - I personally feel that he 10% assumed for memory prices is high - I expect a beat in 2018.

[alexmcdonald] 15/2/2018 00:19

Arris Touts Deployments of ‘Gen 2’ Modules for Flagship CCAP

[alexmcdonald] 15/2/2018 00:17

4K-Ready Boxes From Arris Part of Bell Canada’s MediaFirst Move

[alexmcdonald] 14/2/2018 16:48

ARRIS Announces Global Deployments of E6000® Second-Generation (Gen 2) Modules
Seven leading operators deploy ARRIS Gen 2 modules, paving the way for Gigabit services and next-gen Distributed Access Architectures
Operators represent a subset of the initial wave of E6000 Gen 2 deployments.......

[alexmcdonald] 14/2/2018 13:06

Ruckus Networks Strengthens Enterprise Vertical Presence, Signs Strategic Global OEM Agreement

[freddie01] 14/2/2018 10:28

Sunrise over Little Crater Lake | Mt Hood National Forest | johnburgess.sd








Soul Forest ~ by Jasna Matz






The terraced fields ~ Longji.Guili-Yanzhou ~ fabrizio massetti













Pendragon Castle, Cumbria, England, UK

[1gw] 13/2/2018 19:50

I've bought some more ahead of results, despite yesterday's bounce. I quite like the odds now they've guided down. The macro trends are still there I think, despite the (hopefully) short-term memory cost issues and a stimulated US economy ought to be good for their customers. And repatriation of any overseas cash might stimulate a bit more investment from some of those customers.

[alexmcdonald] 13/2/2018 18:52

ARRIS Next-Generation Set-Top to Power Tomorrow's TV for Bell Canada

[clocktower] 13/2/2018 18:02

Keep them rolling F

[freddie01] 13/2/2018 16:39

The Atlantic Road in Norway connects the island of Averøy with the mainland via a series of small islands and islets spanned by a total of eight bridges over 8,274 meters. The road was opened in 1989 and is toll free.

[bashor] 13/2/2018 08:51

Awaiting the results with little expectation whilst relaxing at a beautiful hillside spa retreat in Phuket

[alexmcdonald] 13/2/2018 00:23

Results tomorrow night. Some analysts are predicting Arris will report earnings of $0.77 per share, and sales for last quarter of $1.76B.

[alexmcdonald] 13/2/2018 00:23

Award-winning cable provider announces new set-top box with 4K capabilities, Bluetooth, remote finder, and Netflix button
PRINCETON, N.J. (PRWEB) FEBRUARY 12, 2018

RCN, an award-winning provider of high-speed internet, digital TV and phone services, announces 4K and Bluetooth enabled set-top boxes are now available for the first time to Lehigh Valley, PA residents in each of its serviceable areas, including Bethlehem, Easton, Allentown and surrounding communities. Also included in the rollout is an updated TiVo interface with integrated search features, a remote finder and a new TiVo-powered remote with a one-click access button for Netflix........

[sleepless1] 12/2/2018 15:26

waggle....I wish. Rgds.,S1.

[freddie01] 11/2/2018 12:05

An image taken from space of the eruption of Manam volcano, Papua New Guinea.










Last night some moonlight magic with the northern lights.

4th Dec 2017, Iso-Syöte, Finland.













Sunset in Joshua Tree