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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: RR who wrote (2746)	9/21/2000 1:12:42 PM
From: Sully-	Read Replies (1) of 65232

Lehman Brothers Comments for LSI, BBBY, ISIL, VRTS, EXTR and TGT By: Lehman Brothers 9/21/00 7:04:19 AM Morning Meeting: <snip> Extreme Networks(EXTR) 1 - Buy Expect Strong 1Q01 Results ·We believe Extreme Networks is likely to post strong 1Q01 results with revenues likely to exceed our estimate of $109 M. Strong demand for the high end Black Diamond modular switch as well as improving contributions from the newly launched Alpine product is likely to provide upside to the quarter and improving visibility into 2Q01. · Gross margins are also likely to improve with the company winding down its discounting program to ex-3com customers. We look for g.m.’s of 51% vs. the prior quarter of 50.0%. <snip> cnetinvestor.com Ö¿Ö

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