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To: pinhi who wrote (31175)8/30/2000 6:06:28 PM
From: Jim Willie CB  Read Replies (1) | Respond to of 35685
 
Foundry, Alteon, Extreme comparison
pretty good comparison on several fronts

Message 14132261

FDRY holds its own against EXTR but sells for cheaper price
Extreme is doing very well in its stock, for sure
my guess EXTR is thriving now because it is the newest kid on the block
its face contains no black eyes, no broken nose, smooth skin

FDRY vs EXTR:
FDRY is half the PEratio, 15% higher gross margin, more than twice the revenue growth rate

but FDRY has the lower R&D budget, is off the greatest amount from its 52-week high, and has taken on both Cisco and Juniper

/ jim