Redback Networks, Inc. (RBAK) Message Board

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Technology Stocks : Redback Networks, Inc. (RBAK)

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To: JoF who wrote (822)	8/16/1999 4:22:00 PM
From: Lucky888	Read Replies (1) of 1956

RBAK -- I think you just made a big mistake by not shorting CSCO right after their conference call. In CSCO's conference call, the management clearly indicated that RBAK might overrun them in a year or 2, Actually, they even hinted a buyout if they has the $$$. Of course, the slow CSCO management have to wait for RBAK double in market cap before they start to feel the heat. However, I believe the outcome is rather a MERGER, not a buyout. In my opionion, You can make a good return (20-50%) this year just by shorting CSCO and long RBAK.. L.

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