Epstein File EFTA01446934: Booking and Driver (DS10)

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Epstein File EFTA01446934: Booking and Driver (DS10)

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This document is a business analysis or investment report discussing management commentary on carrier customer demand, order booking trends, and sales performance of technology products including Oracle solutions, Liquid I/O chipsets, and Cavium's Octeon3 processor. The excerpt identifies booking trends and revenue growth drivers for the calendar year and early 2015, with no connection to travel or personal services.

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🔑 Evidence Keywords

booking driver calendar

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Excerpt 1

Management further noted improving carrier customer demand (with an assist from Oracle) and order **booking** trends for their in-house SBC solution - noting

Excerpt 2

Management also noted that sales of their Liquid I/O chipset is likely to be significant for this calendar year - an incremental growth **driver**, in the

Excerpt 3

While Octeon3 is likely to be an incremental revenue growth **driver** for Cavium in CY15 (early revs for Octeon3 starting Q4 CY14), we think that the ARM