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

To: pass pass who wrote (1624)	2/21/2001 11:49:41 AM
From: Bo Le	Read Replies (1) \| Respond to of 1956

If you do projection only based on p/s or p/e, you should value RBAK even lower than $15. My $15 price for RBAK by May 2001 has taken some investor "mania" on RBAK into account. I would think SCMR is much better gamble than RBAK if you are willing to loss 50% - 75% your money for a possible 25% - 50% gain in next 3 month. Why waste money on RBAK if you have good chance to buy SUNW at $10, CSCO at $15, .... in next few month. My two cents. Bo

To: pass pass who wrote (1624)	2/21/2001 7:39:24 PM
From: Dave Kiernan	Respond to of 1956

RBAK kicking NT's ass in edge-router market. """Meanwhile, in the edge router market, Redback swiped a whopping 7.5 points last quarter, raising its share to 45% from 37%. Nortel lost 11 percentage points of business, falling to a 23% share from 34% in the third quarter. Edge routers are considered aggregators or on-ramps to the Internet, generally at the point where local traffic meets the long-distance or "backbone" routes. The edge router market was $177 million in the fourth quarter, a 7% increase sequentially.""" thestreet.com