Foundry Networks, Inc. FDRY Message Board

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Technology Stocks : Foundry Networks, Inc. FDRY

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To: techstocker who wrote (34)	9/25/1999 11:37:00 AM
From: mact	Read Replies (1) of 1225

tech, i agree that fdry makes an excellent product but they do have compettion from aton,coms,hp,brcm,lu,seeq and etc...fdry prob. will be at $100 within the month but im not sure it has the legs to do $200 like jnpr(within a few months anyway)...for one, jnpr's gigabit M40 router is a one of a kind product that has been shipped for approx. 6 months now...csco,lu or nortel does not have a product to match jnpr's that is curently being sold...but co's like avici,nexabit(bought by lu), and pluris have terabit routers that surpass jnpr's technology already although they are not available for shipping yet...but i agree completely about sycamore...imo they have more potential than jnpr and foundry put together...their optical networking equipment is a new class of product altogether...they have sold their product to one customer so far($12M sale to Williams Comm.)...they are analogous to cerent who was recently bought out by csco for $7B despite the fact they havent even shipped a product i believe...thats how much faith chambers has in this new technology...enough said on foundry and sycamore...ssshhhh....lol...we dont want to pay $100 per share now do we?...jmo. mact

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