Redback Networks, Inc. (RBAK) Message Board

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Technology Stocks : Redback Networks, Inc. (RBAK)

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To: Charlie Schultz who wrote (1414)	4/15/2000 8:32:00 AM
From: Bo Le	Read Replies (1) of 1956

Charlie, I guess you longs made a lot of money on RBAK. I was wrong on shorting RBAK last year. No question about that. I was carry a big loss for quite a long time. My portfolio more than tripled last year. If not because my short on JNPR and RBAK, I could do much better. I am suffering as much as others on many tech issues now. But I certainly feel very good on my RBAK and JNPR short position now. When most dotcom companies go belly up (as many are predicting now), the whole sector (including net infurstructure) will slow. I think JNPR will be around for a long time to come. But for RBAK, I don't know if it will be still in business 3 year from now. I wouldn't think my opinion on RBAK worth much because I was wrong on RBAK for so long. But this is what I really think. Bo

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