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Technology Stocks : Redback Networks, Inc. (RBAK)
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To: Glenn Petersen who wrote (1629)2/25/2001 9:24:44 AM
From: Dave  Read Replies (1) of 1956
 
Glenn,

What concerns me is this. With other infrastructure vendors warning of a slowdown with Quarterly revenues flat to down 5% sequentially, what will be the spillover to the smaller infrastructure Vendors. Extreme is sticking by their guidance. Will they warn at a later date?

If the expenditures do decline, does that mean companies buying infrastructure will look to one source in order to get the best discounts? RBAK, has been hit hard, but that doesn't necessarily mean that it is cheap at this point in time. They have guided analysts to 735M for CY01, which comes out to 20% sequential revenue growth. Quite a lofty target, IMO.
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