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Strategies & Market Trends : Sharck Soup

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To: velociraptor_ who wrote (5480)	12/26/2000 10:25:18 AM
From: Sharck	of 37746

A few words on EXTR: We have all heard how financing is drying up for these CLECs and service providers. Gigabit ethernet switch market was a big growth sector as small towns across Canada, America and Europe were/are joining the internet via fiber optical connections. Extreme has a 17% share of this gigabit ethernet market. FDRY has about 8%. I am more bullish on FDRY as I believe the recent sell off was overdone as I am still bullish on the sector providing solutions way into this decade. I have a long starter position on FDRY, no position on EXTR...

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