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

To: couldawoulda who wrote (268)	9/18/2000 8:53:52 PM
From: Capitalist	Respond to of 770

Re: EXTR vs FDRY The market seems to think that EXTR is the better company (based on market caps, FDRY used to have a much higher one, but EXTR has overtaken them). And based solely on Revenues, EXTR has the higher Revenues/Revenue Growth... EXTR: Rev = 92.4 million / Sequential Rev Growth = 37% FDRY: Rev = 88 million / Sequential Rev Growth = 25.5% EXTR seems to be the bigger/better of the two, according to the market, and their respective revenue figures. Cap P.S. <<<<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:>>>> Actually, thats untrue. FDRY's revenues are DECELERATING, while EXTR's are ACCELERATING. I wouldn't go with FDRY simply because it looks "cheaper"...the market loves the leading player in a field (even if it doesnt happen to be by much). Next quarter reports from both companies will REALLY spell out who fits where, but so far, it looks like EXTR is in the lead, which is why at this point, Im laying my bets on it ahead of FDRY. (I used to own both, but sold out of FDRY after last quarters earnings report, which wasn't very impressive).