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To: Iris Shih who wrote (23221)	8/30/1999 10:24:00 AM
From: Iris Shih	Read Replies (2) \| Respond to of 68393

Extreme Networks and F5 Networks Raise Integrated Server Load Balancing to New Performance Level Industry Leaders Combine Best-of-Breed Technology to Provide Customers with Integrated High-Availability and Gigabit Server Load Balancing Switching Solution SEATTLE and SANTA CLARA, Calif., Aug. 29 /PRNewswire/ -- Extreme Networks, Inc. (Nasdaq: EXTR - news), a leading provider of broadband switching solutions for service providers and corporate enterprises, and F5 Networks, Inc., (Nasdaq: FFIV - news), a leading provider of Internet Traffic Management (ITM) products, are joining forces to provide customers with a new higher level of performance for integrated server load balancing. The two companies have signed a strategic agreement enabling Extreme Networks to integrate F5 Network's BIG/ip Controller Layer 4 load balancing source code into Extreme Networks' award winning switching solutions. The agreement also provides Extreme Networks and its partners access to all of F5 Network's products for resale. This will allow Extreme Networks to provide customers with best-of-breed Layer 3, Layer 4 and Layer 7 server load balancing solutions. Until now, most server load balancing solutions have been limited to 100mbps server connections. Extreme Networks will be one of the first vendors to offer wire-speed Layer 4 switching over Gigabit Ethernet, including Gigabit Ethernet over copper, for very high performance server connectivity. Combined with Extreme Networks' switching solutions, this Gigabit server load balancing performance can now be delivered to vast numbers of servers, raising the bar for network performance and size. The Extreme Networks and F5 Networks relationship provides customers with a superior approach for achieving true seamless integration of server load balancing across high performance switches and high performance appliances. This enables customers to combine best-of-breed Layer 4 switching solutions and Layer 7 appliances to obtain a higher degree of redundancy and compatible management across the network. ''We've already embarked on a successful relationship with Extreme Networks and F5 Networks, so this agreement comes as great news for PSINet,'' said Michael Mael, Vice President of Applications and Web Services for PSINet. ''F5 Networks' load balancing technology together with Extreme Networks' broadband switching solutions address a need that's vital to our business and our goal of providing customers with the highest standards for quality, performance, and security.'' ''Our relationship with Extreme Networks creates an enormous advantage for our customers,'' said Jeff Hussey, chairman, president and Chief Executive Officer of F5 Networks. ''This relationship also broadens F5's distribution channels as well as the 'footprint' for its technology.'' ''Our strategic focus is to provide high performance network solutions to service providers that are driving the Internet economy,'' said Gordon Stitt, Extreme Networks Chief Executive Officer and president. ''The integration of F5's leading load balancing technology combined with our market leading switching solutions provides this new breed of carrier with a robust, high performance infrastructure that enables them to deliver new enhanced services.''

To: Iris Shih who wrote (23221)	8/30/1999 12:31:00 PM
From: Johnny Canuck	Read Replies (1) \| Respond to of 68393

Iris and drsvelte, ADCT weakness is due to the reduced R&D spending in the Q and the guidance by the company for revenue growth of 20 to 25 percent and EPS growth slightly north of that number on a year over year basis going forward. Strength in broadband products were considered by management to be a one time event. Homeworx product sales look strong going forward. Much of the big growth in Homeworx will depend on T though and that is a concern as TLAB is selling a competing product. Most of Homeworx sales are for testing purposes only right now.The reduced R&D spending helped the EPS this Q, but is a concern as it indicates the completion of a product development phase and the lack of a start of a new one. There was also a trend for profit taking on the telecom equipment stocks after earnings this Q. It looks like money was moving out of the group in general most of August. There is selected strength in individual stocks though such as QCOM and AFCI and CIEN based on news from last week. Iris, what is your target for RFMD? I am looks to start a long position also. One the short side, Clearstation recommending going short WCII and RTHM. I have not had a chance to look at the charts and fundamental myself yet. Harry