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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Uncle Frank who wrote (4932)	8/18/1999 10:48:00 AM
From: Percival 917	Read Replies (1) \| Respond to of 54805

Hi Uncle Frank, I posted earlier on feedback on RBAK and JNPR. No responses so far so I'll direct this question to you. Are you familiar with RBAK specifically? I have been lurking on their thread the past few days and to listen to them they are the next company that is going to put Cisco out of business. You and I have had some conversations on Cisco and I was interested in your thoughts on RBAK. Apparently a lot of them feel that RBAK's SMS products (Subscriber Management System) may replace Cisco's routers for handling data transmission because they can handle much more and from multiple sources. I don't know the entire technical story, but that's what I am picking up so far. Thoughts???