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Technology Stocks : Riverstone Networks (RSTN)

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To: ratan lal who wrote (16)2/21/2001 10:30:07 AM
From: Nick Zaharias  Read Replies (1) of 290
 
I'd like to pint out what I think are some interesting numbers -

extr - on pace to do 600M in 2001 is trading at mkt cap of approx 3.0B

rstn - on pace to do 100M in 2001 is trading at mkt cap of approx 1.5B

Extreme has led and defined the L3 switch marketplace for the past three years and in the process has won over 40 awards and best of show 4 years in a row at Interop.

rstn does not seem to be the most compelling value at these prices....
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