Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Non-Tech : The Critical Investing Workshop -- Ignore unavailable to you. Want to Upgrade?

To: Clappy who wrote (28536)	8/11/2000 11:39:12 AM
From: CAtechTrader	Read Replies (1) \| Respond to of 35685

Clappy..in the new generation networking stocks...forget P/E for now...market share and penetration is the key...one dominant player (like CSCO in routers) will emerge...thus Price to Sales is the best metric...EXTR is far cheaper than FDRY, ATON or JNPR by this measure. EXTR feels to us like JDSU last year...pull backs will be shallow and short lived...the analysts are just catching up to what ins happening in the marketplace right now..thus we believe EXTR will surprise big on the upside, topline and bottom line for many quarters to come...and that is what fuels the MOMO game...this is not a cash burning dot.com...EXTR is seriously cash flow positive. Cheers!