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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Dealer who wrote (3806)	9/26/2000 5:16:53 PM
From: TARADO96	Read Replies (1) \| Respond to of 65232

Dealer, EXTR will likely gap up on this news that was just released: Industry's First Demo of Gigabit SwitchingAt 192 Mpps Performed by Extreme Networks ATLANTA, NetWorld + Interop, Sept. 26 /PRNewswire/ -- Breaking a new barrier in Gigabit switching performance, Extreme Networks, Inc. (Nasdaq: EXTR), is demonstrating an industry leading 192 million pps of throughput with its BlackDiamond(R)6816, performing wire- speed IP routing across a non-blocking 256 Gbps backplane at NetWorld + Interop, booth #4820. The BlackDiamond 6816, featuring 128 GBE ports, provides a superior performance alternative for telecom carriers, metropolitan networks and large enterprise customers choosing broadband switching to support millions of Web connections and billions of electronic transactions. "The BlackDiamond 6816 gives service providers and large scale enterprises the speed and carrier-class reliability they demand from a high density switch," said George Prodan, vice president of worldwide marketing for Extreme Networks. "With this demonstration, Extreme Networks takes another step in delivering the fastest performing solutions on the market." The modular BlackDiamond 6816 is ideally suited at the core of the Internet Data Center, providing non-stop performance with support for bandwidth management including Web caching redirection, server load balancing and simple to configure management features. The demonstration of the BlackDiamond 6816 will be performed with Ixia's 1600(TM) series of packet generators. "Ixia is pleased to provide high-speed traffic generation and performance verification for Extreme Networks' BlackDiamond 6816," said Eran Karoly, vice president of marketing of Ixia. "By utilizing four IXIA 1600 chassis, fully loaded with 128 ports of Gigabit Ethernet, Ixia is capable of creating an Internet scale verification environment that makes it possible to realistically demonstrate the non-blocking switching capabilities of the BlackDiamond 6816." About Extreme Networks Extreme Networks is a leading provider of high-performance, broadband networking solutions designed for the Internet economy. The Company's family of Summit(R), Alpine(TM) and BlackDiamond switching solutions are built on a unique combination of ExtremeWare(TM) management software and an ASIC-based common architecture that enable service providers, e-businesses and enterprises to expand their businesses and be more competitive by speeding traffic through a simplified, super scalable network infrastructure. Headquartered in Santa Clara, Calif, Extreme Networks sells its award- winning switching solutions in more than 50 countries through authorized resellers. The Company was listed as the "Fastest Growing Company in Silicon Valley" based on three-year revenue growth by The Silicon Valley Business Journal. For more information, visit www.extremenetworks.com. The release of products incorporating new technologies is subject to risks and uncertainties. NOTE: Extreme Networks, BlackDiamond and Summit are registered trademarks of Extreme Networks, Inc. Alpine and ExtremeWare are trademarks of Extreme Networks, Inc. SOURCE Extreme Networks, Inc. CO: Extreme Networks, Inc. ST: California, Georgia IN: CPR MLM SU: TDS 09/26/2000 15:51 EDT prnewswire.com John

To: Dealer who wrote (3806)	9/26/2000 5:17:44 PM
From: Dealer	Read Replies (1) \| Respond to of 65232

COMS-3COM--3Com flies past 1Q estimates By Larry Barrett ZDII Network-equipment maker 3Com posted a smaller-than-expected loss in its first quarter Tuesday, losing $41.3 million, or 12 cents a share, on sales of $933.8 million. First Call Corp. consensus expected 3Com to lose 33 cents a share in the quarter. 3Com (Nasdaq: COMS) shares closed off 6 cents to $13.94 ahead of the earnings report. In the year-ago quarter, 3Com earned $113.7 million, or 32 cents a share, on sales of $1.2 billion. 3Com flies past 1Q estimates... 3Com reports narrower-than-expected 1st-qtr oper loss... 3Com Reports First Quarter Results; Sales Increase 20% The $933.8 million in sales included $127.5 million from the exited analog modem and LAN/WAN high-end chassis businesses. Excluding those sales, 3Com recorded sales of $806.3 in the quarter, up 20 percent from the fourth quarter. Considering 3Com is in the midst of changing its business to exit certain product lines and focus on high-growth markets and technologies, the strong first-quarter results should please its investors. "The close of our first quarter marks the completion of our restructuring," said CEO Eric Benhamou in a prepared release. "The transformation milestones and business objectives set forth in March 2000 and reaffirmed last quarter were completed on or ahead of schedule." In the quarter, 3Com's commercial consumer networks business posted sales of $631.9 million in the quarter, up 24 percent from the fourth quarter. Its carrier networking business reported sales of $167.2 million, up 7 percent from the prior quarter. Last quarter, 3Com posted a loss of $146.8 million, or 42 cents a share, on sales of $763.7 million. Its shares rallied up to a 52-week high of $119.75 in March before falling to a low of $12.50 in July. Ten of the 20 analysts following the stock rate it either a "buy" or "strong buy" while the other 10 call it a "hold."

To: Dealer who wrote (3806)	9/26/2000 6:11:52 PM
From: Jim Willie CB	Respond to of 65232

I put aside my pride, my recent zero performance, my stubbornness to blaze my own path EXTR looked to be stalling just under 120 when it bounced off 112, bought a few March100 calls when it went down further, got another saved some dry powder for later now wondering whether we have more downside funny thing when it looks extended, my hesitation is from suspicion of profitaking when it comes down, my hesitation is from suspicion of falling further when I get in, my inner rumblings are from wondering if I got in early to be honest, if RRick likes it, I will be patient the 5pm news release should be another impressive salvo for support this company has serious cutting edge technology in a year, all those Juniper stories of hitting on Cisco mktshare will be stories of Extreme joining in the party the highend gigabit switching niche has a new strong arm player / jim