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Technology Stocks : Extreme Networks, Inc. (EXTR) -- Ignore unavailable to you. Want to Upgrade?

To: KellyW who wrote (266)9/18/2000 1:36:42 PM
From: Bruce Brown  Respond to of 770
 
For part of their products, both Extreme and Foundry lead a specific niche market in switches, but they are different markets. That's not the only reason to own either company, but if you get under the hood and look at both from the hardware/software side - I find compelling reasons to own both at this point.

BB



To: KellyW who wrote (266)9/18/2000 6:23:41 PM
From: couldawoulda  Read Replies (1) | Respond to of 770
 
Interesting comparison: EXTR vs. FDRY

Both are great companies, but it's not too hard to figure out at this pt. and time which investment will give a better return:

Mkt Cap P/E Customers Rev Increase Oper Margin ROE

FDRY 8.4B 150 2300 305% 34% 40%

EXTR 9.5B 500 1000 170% 6% 7%


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