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Pastimes : Home on the range where the buffalo roam -- Ignore unavailable to you. Want to Upgrade?

To: horsegirl48 who wrote (3049)	7/26/2001 11:33:13 AM
From: Boplicity	Read Replies (2) \| Respond to of 13815

gone fishing... b

To: horsegirl48 who wrote (3049)	7/26/2001 1:20:28 PM
From: im a survivor	Respond to of 13815

The Enterprise Companies While it's still tough out there on the enterprise side, there are clearer signs that demand has held up better and the timetable for a meaningful turnaround is shorter. The main reason why enterprise customers are holding up better is customer diversification. Enterprise encompasses a whole host of sectors anywhere from healthcare to retail, or transportation to financial. When one group is weak, another may be more willing to spend. On the other hand, the companies that serve mainly telecom companies are suffering. Extreme Networks (EXTR 26.25) How many companies in the optical world have been guiding higher lately? It seems that a victory these days occurs when a company does not have to warn, let alone guide higher. Extreme did just that when it recently reported results as it guided FY02 revenues higher to $540-545 mln vs Multex consensus of $528 mln. In addition to a decent outlook in the US, another plus for Extreme is its exposure to China, the world's most populous nation. The infrastructure market in China is very strong. We believe it's the strongest market in the world as it is just beginning to build its network. Also, Beijing was awarded the 2008 Olympics last week, which will spur the development even more quickly. One estimate is that the government will spend over US$20 billion modernizing the city's infrastructure, including sports facilities, transportation systems and telecom networks. During JunQ, Extreme announced new deals with China Telecom and Korea Telecom. The company says it will sell 1,300 of its switches to China Telecom and a bunch of its BlackDiamond Ethernet switches to Korea Telecom for its asymmetric digital subscriber line (ADSL) build-out. Extreme is our favorite of the group as it is strategically positioned for an early rebound once the economy and spending starts to recover. Also it benefits from several new product cycles and is well positioned to capitalize on the MAN market as well as enterprise. Be warned that meaningful growth is not right around the corner, but once signs of an economic recovery begin to appear, we would be looking to EXTR first.