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


To: Jon Khymn who wrote (1748)1/10/2002 6:01:00 AM
From: stockman_scott  Respond to of 1956
 
Here are a few more good reasons to consider RBAK...

telecommagazine.com

Their new technology is SUPERIOR to what CSCO or JNPR offer the market...IMHO, RBAK's current price will seem like a steal a few months from now. Stay tuned...The earnings call with management is on the 16th...=)

Regards,

Scott

btw, I think RBAK will beat the estimates in the next 2 qtrs...there are a lot of variables that will impact their bottom line (especially the successful roll-out of their new SmartEdge Router)...It will be interesting to hear what management has to say next week.



To: Jon Khymn who wrote (1748)1/14/2002 10:12:05 AM
From: stockman_scott  Respond to of 1956
 
ABM AMRO on Telecom sector...

07:07 ET ABN AMRO on Telecom Equipment : ABN AMRO believes that CSCO, EXTR, RBAK should meet or exceed ests for the qtr; optical-related firms such as TLAB and CIEN are still at risk to negative capex trends; near-term demand may "pinch" SFA, but the cable mkt should stabilize in 1H02.



To: Jon Khymn who wrote (1748)1/15/2002 1:20:20 PM
From: stockman_scott  Read Replies (1) | Respond to of 1956
 
An excellent article on broadband:

msnbc.com