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Technology Stocks : Cyan Inc., Software Defined Networking and Network Function

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To: FJB who wrote (33)2/19/2015 7:33:33 AM
From: FJB   of 47
Yes, there were only two analysts on the call.

Based on this our current view is that our 2015 revenue will grow in the range of 35% to 45% over 2014.

...We expect our operating cash flow usage in the first quarter to be in the mid-single digit range.

...A lot of people have Vaporware right now. We go in, we go into the lab, we demonstrate that we have a real product that is deployable and commercializable. So that’s been a significant factor in our winning. The second piece is that we’ve demonstrated that we’re multi-vendor. Some of our competitors say that they are, but really are just a life support system for their own products. So those have been two significant factors in our wins.

...the announcement of our new N-Series which we think will have a revenue contribution late in this year

...we are modeling breakeven kind of second quarter of 2016.

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