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Technology Stocks : Internet Infrastructure .. Picks N Shovels

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To: Triffin who wrote (1)	10/13/1999 9:28:00 PM
From: Triffin	Read Replies (1) of 8

CLIC = Callico Commerce shs = 33/4.0 Revs = 25 mm Market = 235 mm 1998 - 3.8 bb 2002 Niche = e-commerce enabling software VIXL = Vixel Corp shs = 22.2/4.3 Revs = 40.3 mm Market = 2.5 bb 1998 - 13.3 bb 2002 Niche = SAN / fiber channel protocol Comp = BRCD/ZOOX/HWP FDRY = Foundry Networks Inc. shs = 55.6/5.0 Revs = 52.3 mm Market = 760 mm 1998 - 5 bb 2002 Niche = advanced networking products, Layer 3, Layer 4-7 Comp = CSCO/NT ATON = Alteon WebSystems shs = 38.3/4.00 Revs = 26.3 mm Market = Niche = Internet infrastructure solutions, enhancing the performance of web data centers Comp = JNPR = Juniper Networks Inc shs = 50/4.8 Revs = 31.4 Market = Niche = Next generation internet backbone routers Comp = CSCO/NT/LU

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