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To: stockman_scott who wrote (9270)	10/4/2002 9:59:24 AM
From: im a survivor	Read Replies (1) \| Respond to of 13815

FDRY just released very good preliminary numbers......04 - .06 is what they expect....they said demand has been strong and they continue to see demand increase.......hmmm, I have some fdry.....see it's up nice on the news....wonder if it will help or hurt extr, jnpr, csco, rbak and etc...... Funny, during EXTR's conferance call the other day, a question was asked about the long term stability of the company......I forgot who was speaking, but he kind of laughed and said something to the effect that althoiugh our stock price may be looking like we are dead, we are very far from it....and then he kind of laughed again......it sounded like he wanted to say " your a fool if you dont buy us at this price"...but he obviously can't say that...but that was the impression he gave with his answer and tone of voice.....RBAK comes out very soon with their numbers....I expect it to be ugly, as stock price drop pretty much is telling us to expect ugly...but they have landed some pretty nice contracts and have a pretty wide customer base....I went over their customer base in part the other day....some pretty impressive names on the list....I would hope that when capex spending picks up, rbak biz should also....additionally, just their customer base makes them an attractive buyout candidate at this low level, IMO.....Nokia bought 10% of rbak at $2.75...wonder if they are thinking of taking a majority stake with the company now in the .30's and dropping......and of course NXTL continues to kick butt...I knew they would...I sold ALL my position and took my 125% and ran, when I should have left half on the table...I didnt...sold all at 7.45 and she looks like she is heading back to resistance at $12....one of the few tech stocks that seemed to go up a tad every day the last two weeks when everything else was getting pummeled....I should have held some shares....