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

To: minorejoy2000 who wrote (480)	12/24/2000 2:38:25 PM
From: A.L. Reagan	Read Replies (2) \| Respond to of 770

Well you are right about the classic double top reached in mid-October just b/4 the earnings. On the way back down, there are some gaps that may provide some resistance on the way back up. GigE has some advantages in a slowing IT/telecom spending environment in that it tends to be a lower cost solution than traditional (e.g. SONET) topologies. As the world inexorably moves to more thin client computing models, the need for networks to add the smarts increases. Stocks like EXTR in this environment mostly moved by pyschology. In the short run, sales growth will slow down as few are immune to general slowdowns in corp and SP capex. However, when one considers the comms/computing gamet running from fat PC's up to long haul optics, it seems to me the product and price point areas EXTR plays in are among the least susceptible to prolonged sales doldrums. So there sure could be more churning, but unless one subscribes to "the coming market crash of 2001" school of thought, hard to see big long-term downsides here. EXTR is a long, long way from hitting the P/E shrinking roadblocks of large numbers or overwhelming market share. That being said, prudent holders need to know when to hit the sell button the next time valuation metrics on EXTR get wacky.

To: minorejoy2000 who wrote (480)	12/25/2000 11:30:19 PM
From: Sully-	Read Replies (1) \| Respond to of 770

Cisco, Extreme, Redback Among Readerman's Picks, Barron's Says 12/23/00 12:37:00 PM Source: Bloomberg News URL: cnetinvestor.com New York, Dec. 23 (Bloomberg) -- Cisco Systems Inc., EMC Corp., Extreme Networks Inc. and Redback Networks Inc. are some of the ''post-PC-centric'' picks of David Readerman, director of Internet strategy for Thomas Weisel Partners, Barron's reported. Cisco, the biggest computer-networking company, and EMC, the No. 1 maker of corporate computer data-storage systems, will benefit as the personal computer is transformed from ''center of the universe'' to a device on a network, Readerman told Barron's. Extreme, Redback and Juniper Networks Inc., which make networking equipment, are ''strong buys,'' Readerman said, according to Barron's. He also likes JDS Uniphase Corp. and Sycamore Networks Inc. Readerman's favored software stocks are webMethods Inc., Blue Martini Software Inc. and Informatica Corp., Barron's said. (Barron's 12/25 25) For the Barron's Web site, see {BARR }. Ö¿Ö