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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Knighty Tin who wrote (80439)	5/5/2000 3:56:00 PM
From: Amir Shalit	Read Replies (1) \| Respond to of 132070

Mike and all, zdii.com Cisco buying the bottom player in the layer 4-7 smart switching for $5.8B makes you think (again) about: ATON - the leader in this space; $2.6B market cap will be very profitable starting next quarter 3 times more revenue than ARPT FFIV - an underdog plus may not have the best products (PC based switches, god forbid <g>) but only $750M in market cap; current eps run rate of about 40. Stock got killed recently. FDRY - I predict that it will become a much more diversified ASND and will give CSCO a good run for it's money in both switching and routing. Amir