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

To: drsvelte who wrote (523)	1/18/2001 4:02:14 AM
From: Johnny Canuck	Read Replies (1) \| Respond to of 770

EXTR Revenue and EPC Growth rates: Dec March June Sept Jan 1999 2000 2000 2000 2001 Rev 55.0 67.31 92.42 119.3 144.7 (mills) % 22% 37.3% 29% 21% change EPS 0.055 0.08 0.05 0.08 0.11 % 45% -60% 60% 37.5% change Slowing Revenue and lumpy EPS will keep downward pressure on EXTR. In general CC indicating no effect on IT spending from management perspective. Seeing some attempt to undercut prices by competitors in Q. No effect on ASP's as indicated by stable margins. Hope to introduce new products this year so margins will remain high. DSO in 60's up due to more international sales and late shipment of one product in Q. Guiding DSO's back to mid 50's going forward. All customers credit worth. No time to post more detailed notes. In general positive conference call, but slowing revenue growth has just changed this stock from a momentum stock to one that will trade more on a traditional growth model now. It will take 2 or 3 Q's of accelerating growth to change that psychology.