Redback Networks, Inc. (RBAK) Message Board

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Technology Stocks : Redback Networks, Inc. (RBAK)

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To: incomep who wrote (1171)	10/12/1999 4:23:00 PM
From: Wizard	Read Replies (1) of 1956

>>Any comments on this post: Sure, the router market in 1990 was a niche. Who cares? Current market size doesn't have much to do with long-term stock price performance. Its very bullish for a new category to develop and industry analysts have to constantly revise market size estimates up. Redback's market is a great one, as far as I am concerned. Right customers, right management, right product, right timing. Numbers back it up, RBAK will probably grow 80% sequentially this quarter. Its the deviation from consensus expectations/thinking that matters. If others call Subscriber Management a niche, it makes me that much more bullish.

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