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Technology Stocks : Redback Networks, Inc. (RBAK) -- Ignore unavailable to you. Want to Upgrade?

To: LakesideTrader who wrote (81)	6/18/1999 7:46:00 PM
From: Tom Hua	Read Replies (2) \| Respond to of 1956

Trisha, I just wanna drop in to say hello to the thread. Not much traffic here. Regards, Tom

To: LakesideTrader who wrote (81)	6/19/1999 12:51:00 PM
From: William F. Wager, Jr.	Read Replies (1) \| Respond to of 1956

Someone mentioned the Yahoo board...this is an interesting one----> Anybody can pretend to be an expert.... by: xdsl_man (26/M/Sunnyvale, CA) 38 of 38 You know....I follow this message board to hear what people are saying, educated about the industry or not. It's interesting to hear what others think, feel, how they interpret data received from others and how they put their own spin on the received information to help them validate the decisions they have made or will make in the future. It amazes me what some people will say in order to sound intelligent. Obviously, I3Expert is somebody from Cisco trying to make him/herself feel better. Yes, RBAK caught the industry with its pants down....but isn't that what new technologies are all about? Identifying a need before anybody else has identified it and reacting first? Am I missing something here? Heck, isn't that what Cisco did originally? Sounds like a good plan to me. RBAK did such a good job identifying the market space before anybody else that they had a 1 year lead on everybody else. That's an eternity in Silicon Valley. Gives me the impression that the people making the decisions at RBAK are pretty forward thinking. Also, I completely disagree with the "keys to success" provided by our "expert". The most important key is the technology. End of story. When all the smoke clears and all the mirrors are put away, all that's left is the technology. I wish our "expert" could clarify why RBAK's technology "blows" (I'm sure SBC, GTE, Bell Atlantic, Bell Canada, Ameritech, UUNET, Earthlink, Concentric Networks, GTE-I, PacBell, Verio, @HOME, etc would love to hear this), and what CSCO/LU has that counters it. The CSCO 6400? Hah! The SMS1000 handles 4000 subscribers simultaneously. The 6400 can't handle more than 256 without croking...and it's not a one box solution...it's a couple of different boxes, pasted together, with 3 different interfaces. So that's supposed to be a better solution, with better technology? I'm not going to disagree that CSCO IOS is a good product. Look where CSCO started and look where they are now. I don't think anybody would disagree. However, the CSCO xDSL solution was a quick paste job of trying to make 10 year old IOS do something it wasn't designed to do. RBAK's code may not be as mature. Heck, they haven't been around long enough. The key is that the RBAK AOS has been expressly designed for the purpose of provisioning thousands of subscribers. IOS was not. The LU argument is ridiculous. RBAK does not make a "switch", so the argument is invalid. It's like trying to compare apples and oranges. You may be able to go on all day with the technology stuff (or at least the "buzzwords"), but try to make valid comparisons. No, RBAK does not have the money to duke it out with the heavy hitters. They have to continue to move quickly to stay out of the crosshairs. Competition is going to finally come out with products this year. RBAK must stay a step ahead. However, as long as their technology remains superior, it doesn't really matter. They're already in production networks. Nobody else is. I'm not even going to bother getting into the other points. It's all moot. As with anything, proper development takes time. RBAK could go out and buy a technology from somebody else and do a patch-job integrating it into their environment, ala CSCO or LU. If we were to look closely at EVERY product by each company you've mentioned, we could find "key technologies that <enter company name here> lacks". If the other companies you've mentioned already have these mature features and key technologies in a xDSL solution, why aren't they dominating the market now? RBAK does not need to be acquired by a "major player" in order to succeed. They're doing it now. Like any company, if they don't continue to innovate, to stay on top of the customer's needs, they'll fade away. However, I don't think that is the case. Stop trying to blow smoke up people's asses. Objective observer my left nut. Posted: 06/19/1999 12:14 pm EDT as a reply to: Msg 37 by l3expert