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Technology Stocks : Riverstone Networks (RSTN) -- Ignore unavailable to you. Want to Upgrade?

To: Johnny Canuck who wrote (63)	6/16/2001 10:51:13 PM
From: ahhaha	Read Replies (2) \| Respond to of 290

None of what Salomon said is a reason to buy RSTN. These macro economic rationalizations are never sufficient to justify taking a position. A rising tide will do what it will. What can anyone do? CSCO should be a major beneficiary of the "macro" forces which will also benefit RSTN. Great. CSCO should garner far more of the market. So what? My reason for interest in RSTN is G-MPLS and flexibility to interoperate at best speed in the burgeoning GigE VPN and ancillary spaces. There's also some other potential opportunities. G MPLS is more than what it appears. The key is in this excerpt from the Avici partnership: replacement of legacy leased lines and frame relay services with Internet VPNs to connect enterprises on a national or worldwide basis. "Core / Metro MPLS interoperability is unquestionably needed to make end-to-end IP VPNs a viable replacement for frame relay or ATM-based services," said David Dunphy, senior analyst at Current Analysis.