Foundry Networks, Inc. FDRY Message Board

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Technology Stocks : Foundry Networks, Inc. FDRY

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To: Tfett who wrote (295)	9/29/1999 5:44:00 AM
From: Peter Y. Hsing	Read Replies (1) of 1225

Has anyone analyzed FDRY against ATON and EXTR? How do the products (and pipeline of future ones) compare? EXTR's sales seem to be ramping quite nicely with YOY/QOQ growth in the same magnitude as FDRY's--assigning a 50% discount to FDRY's mkt cap due to the feeding frenzy, EXTR would still trade at a significant discount to FDRY (30% less in round figures). What am I missing? Thanks in advance for any insights.

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