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

To: ahhaha who wrote (101)	9/21/2001 11:41:23 AM
From: Keith Monahan	Read Replies (2) \| Respond to of 290

I was listening to the RSTN conference call last night and although the didn't provide any guidance for the coming quarter they seemed to be confident of the ramp up next year. It wasn't anything particular they said, just the way they said it. Any thoughts?

To: ahhaha who wrote (101)	9/21/2001 12:03:05 PM
From: ahhaha	Respond to of 290

RP Notes CC 9.21.01 Gained traction in Tier 1 providers Asia: 32% of revs Hutchison Korea Telcom Daycom Chunghua Europe: 17% of revs Telenet - Belgian Strong Newhoff US: 51% of revs BLS Sonus Volume Ramp: Qwest Tops SFA DTE - OEM partner in China Metro trials: RBOCs IXCs Carrier large scale deployment won't occur until 1H '02 Strong action with system integrators: Telindes - Europe Comverse - Asia Important sector: virtual leased lines transparent land lines End of November will see new software addressing biggest problem facing routers: reboot transit failures software upgrades Company is strong based on: attractive pipeline technical leadership key customer wins Concerns: Business was doing very well until WTC, but it is reasonable to assume that slowdown is transient. Longer term some trouble can arise if carriers divert their near term spending plans since they have to consider disaster protection, order timing changes, travel structure The negative of the attack for the company: resources diverted to beef up security, disaster protection The positive: resources go to system redundancy, off-sight storage, video-conferencing