Redback Networks, Inc. (RBAK) Message Board

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Technology Stocks : Redback Networks, Inc. (RBAK)

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To: pass pass who wrote (1609)	2/6/2001 10:01:14 PM
From: jmanvegas	Read Replies (1) of 1956

RBAK is playing in the no-slow-down metro optical market which is just ramping up. They just nailed Williams & Qwest as customers for long term contracts. I think those are major wins over CSCO. So right now I'll give the benefit of the doubt to management and their forward guidance. RBAK has not yet disappointed in any earnings report. BTW, RBAK's Asian business for SMS, especially China, is about to take off. In addition, RBAK is experiencing excellent growth from overseas indicating that the US slowdown should not affect their top line. We'll see if management is correct or you're correct. I'll bet on management unless you can specifically give me guidance regarding RBAK's forward looking business that we should all be aware of. jmanvegas

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