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

To: ahhaha who wrote (1662)	5/22/2001 11:37:29 AM
From: Bruce Brown	Respond to of 1956

When corporations buy other corporations they approach it in the same way you would to buy a stock. So in that sense you are a corporation. That is if one is running the calculations to see if the return on investment is worth the price tag for the engineering talent, employees, physical plant and customer base. (Like all those nifty little purchases Cisco did....) It was reported that talks were made earlier in the year between Juniper and Redback, but they walked away from the talks at the time. RBAK has no currency as far as striking a consolidating deal. That's out of the question and not even on this planet. And your company does? You say you have a pretty good idea what the company does. Does that include the idea that what they have is no longer that which is desired? Smartedge is guaranteed to disappear. Whatever has been done in software can be done faster and better in hardware. Guaranteed to disappear? BB

To: ahhaha who wrote (1662)	5/22/2001 12:45:24 PM
From: CJ	Read Replies (1) \| Respond to of 1956

I don't know your pers. position w/ RBAK; and don't agree w/much you've been writing; yet, if Ragavan's departure was "not unexpected" {per the ON2 clip, etc.}, which makes sense, I must analyze: If a buyout favorable to RBAK is in the offing, wouldn't he -- and the others who've left & been reducing their positions -- stick around for the "marbles" ? While Ragavan is likely going the way of many other working CEO's, Off's. & Dir's. in Co's. like RBAK [= did his job, made $$$, on to the next {or his own}], I'm having a difficult time seeing Ragavan's departure as a favorable indicator for the Co., particularly as to a N/T buyout; OTOH, I don't see it as definitively negative to RBAK's viability and success, or otherwise. Thoughts?