Redback Networks, Inc. (RBAK) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Redback Networks, Inc. (RBAK)

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Winston Lee who wrote (1282)	11/9/1999 1:21:00 PM
From: Wizard	Read Replies (3) of 1956

The competetive advantage is that RBAK is proven in the marketplace. Its through trials and in deployment. Its now up to them to create value by introducing software to run new services over the RBAK platform. Thus, the 'sutstainable' part of 'sustainable competetive advantage' lies in RBAK's execution of bringing good products to market. They are first-mover and have the engineering team in place to do it so my bet is long RBAK. Clearly, concentrators for broadband are going to get more and more important. Valuation looks high but so it goes these days. Relative to Cisco, RBAK offers a multi-service concentrator in one box in contrast to a multiple product solution from Cisco. I don't have intimate knowledge of NT's product but I don't worry too much about subsidiaries of big organizations if I believe in my mgmt and engineeing team. I believe in RBAK.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next