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

To: speedbot who wrote (216)	7/7/1999 9:44:00 AM
From: William F. Wager, Jr.	Read Replies (1) \| Respond to of 1956

CNBC interview with CEO Dennis Barsema... 1. Builds high speed access products that sit on the edge of the network. 2. Redback identified a gap in the market similar to what Ascend did a few years ago. 3. It was first to the market, i.e., "shipping product" and has a 12- 18 month lead over its competitors. Competition entered the space 3-4 months ago. 4. It is successful because it executes. Guest host Ned Riley asked if management was in place to handle the explosive pace in revenue growth saying he understood that 300 machines had been shipped to 50 clients-- 5. Barsema updated Riley's figures-- 600 units have shipped to 85 customers and that he felt very comfortable with the team in place. 6. The equipment scales for the provider and Redback is the "only pure broadband play in the space today" offering DSL, cable, etc. connect- ions. --Bill