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Strategies & Market Trends : Befriend the Trend Trading

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Nov 21 4:00 PM EST

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From: Dr. Stoxx	12/28/2006 7:37:51 AM
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07:18 FDRY Foundry Ntwks: Strong product set and ramping sales force position FDRY to benefit from enterprise demand - TWP (14.98 ) Thomas Weisel notes that FDRY has seen strong results with its new RX and SuperX enterprise platforms throughout 2006, given its price/performance leadership and focus on new technologies such as power-over-Ethernet and 10 gigabit Ethernet density. The firm believes they are at the start of an enterprise network upgrade cycle that could last several years driven by VoIP, data center consolidation and the need for higher speeds to support traffic growth. The firm thinks FDRY planned well for the current strong enterprise demand environment, and they expect increased sales productivity in 2007 as FDRY breaks into larger accounts with a low-priced, high-performance alternative to CSCO.

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