Foundry Networks, Inc. FDRY Message Board

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Technology Stocks : Foundry Networks, Inc. FDRY

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To: jmanvegas who wrote (607)	12/13/1999 5:24:00 PM
From: The Phoenix	Read Replies (2) of 1225

jmanvegas, briand is quite right. Now, let me first say that I'm long FDRY, but it is very pricey. One thing one needs to stay in touch with - as you are doing - is revenue and earnings growth. One should also stay sensitive to the fact that as revenues and earnings grow it becomes more and more difficult to show the same percentage growth. I suspect that although Cisco growth rates are lower they are still getting their fair share of the router market. Just guessing - we'll know more when the IDC reports come out. FDRY is a good buy here because they can show good growth...but long term these growth rates will come down to reasonable levels. Then the metrics won't work any longer. Money will flow back to the leaders (unless of course there is clear evidence that FDRY is taking market share). That of course is a different story. Everything I've read suggests that Cisco is holding their own wrt to market share. Let's face it, between FDRY and JNPR you're talking about less than $150M in revenue.... that's not a big chunk out of the market. OG

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