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Technology Stocks : Foundry Networks, Inc. FDRY -- Ignore unavailable to you. Want to Upgrade?

To: Techplayer who wrote (633)	1/9/2000 7:11:00 PM
From: Harry Sharp	Respond to of 1225

Courtesy of Paul Reuben on the Cisco thread:( Message 12511628 ) FYI all: *Beyond Cisco: Why Wall Street Is So Excited About Foundry* pathfinder.com

To: Techplayer who wrote (633)	1/10/2000 12:27:00 PM
From: DiB	Read Replies (1) \| Respond to of 1225

Brian, just my 2 cents: I recently took an initial position in FDRY. Like very much not only their products, but the marketing range as well. It seems they are trying to establish global presence... I feel they might want to add or buy an optical product/company to their portfolio after they solve all the Giga Ethernet problems :o). Recenues for this Q should not be a problem, could be in 50 mln range. Sequential growth from Q to Q is impressive. Earnings estimate is 13 cents, which will make it 30 cents for their financial year... To me they definitely look better than EXTR... I don't think their stock price will hit double-digits any time soon, but if so I'll just keep adding. Just FWIW...