Riverstone Networks (RSTN) Message Board

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Technology Stocks : Riverstone Networks (RSTN)

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To: Elroy who wrote (31)	5/1/2001 10:53:58 PM
From: Albert Mou	Read Replies (1) of 290

Although EXTR, CSCO and FDRY are all competitors in Layer 3-7 switches like RSTN, only RSTN is a pure play in Metro-optic area. Metro is the buzz word for optic projects in next few years. FDRY only has 10% revenue from Metro, EXTR may involve a bit more in Metro but I think no more than 1/3. Metro is the reason to make RSTN sequential growth over 30% Q-to-Q while FDRY and EXTR are at best for flattish growth this year. CS still owns almost 90% of RSTN. One share of CS is anticipated to be spinned for 1/2 share of RSTN. Other part of CS are still highly valuable.

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