Tandberg Q3

Tandberg just released numbers of Q3 this year and they are just a machine that keeps marching on...always gaining ground.  If you haven't seen the numbers, they're as follows:

-- Revenue of 234.7 MUSD (+11.6%)

-- Operating profit of 50.0 MUSD (+10.2%)

-- Cash flow from operations of 72.0 MUSD (+35%)

-- 18,260 endpoints compared with 17,487 last year (+4%)

-- Network Revenues up (+34%)

-- Service Revenues up (+18%)

I'm not surprised by this. The company I work for installs and services video conferencing systems. (We do not resell products nor influence the brand/model. )   We see north of 50% of the installs we're asked to do are TAA, the 2nd most popular is LS, and the last is PLCM.

I don't have any further numbers..I would love to hear the breakdown between product lines and what their average unit sold price was.

Another interesting point is that TAA by next quarter will be at a solid $1B run rate. Funny that nearly two years ago PLCM was in the same place but has since fallen.