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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Bruce Brown who wrote (31979)	9/21/2000 11:04:23 AM
From: willkm3	Respond to of 54805

Bruce, you might want to send the guys at FDRY a couple of copies of TRFM. Maybe a copy of "Inside the Tornado" would be nice. Epoch Partners Issues Research Note on Foundry siliconinvestor.com Some highlights: --Foundry is short-handed in its sales and marketing efforts. --Foundry management has opted to preserve its operating margins in lieu of scaling its sales force. Oops! The Tornado must be served. --Looking to the current quarter, growth, though healthy, will pale relative to competitors. --Like Q2, Foundry sacrifices sequential revenue growth for superior profitability. --Concern is expressed that Foundry could alter in its core routing gamble. --Juniper's new M5 and M10 edge routers compete directly with Foundry's Net Iron products at the network edge. --We still believe that Foundry has market-leading technology for ethernet switches, including perhaps the best hardware architecture in the industry. Maybe I should buy the stock then send TRFM... :o) Keith