Redback Networks, Inc. (RBAK) Message Board

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Technology Stocks : Redback Networks, Inc. (RBAK)

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To: Daniel King who wrote (1065)	9/3/1999 7:52:00 PM
From: Tom Hua	of 1956

Dan, being a Redback employee, you're probably aware of the significant decline in sales to UUnet from about $3 million in Q1/99 (43% of total revenue), to less than $1 MM in Q2 (<10%). Perhaps you can shed some light on this troubling issue. Was UUnet unhappy with RBAK's only product? Were there technical concerns such as incompatibility with the rest of the network? Luckily for your company, UUnet's decision to cut back significantly was made known to management early enough in the quarter and allowed RBAK to place several systems with new customers. Can you imagine what could have happened to the company and its stock if RBAK didn't have time to react? I'd appreciate your response. Regards, Tom

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