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Strategies & Market Trends : Galapagos Islands -- Ignore unavailable to you. Want to Upgrade?


To: Techplayer who wrote (40786)5/28/2003 12:13:55 PM
From: Jorj X Mckie  Read Replies (1) | Respond to of 57110
 
I'm not a big fan of RBAK's management, though they have some good people there. Haven't looked at their fundies in a while, but to say that I had "concerns" before would be an understatement. Not to mention the fact that every single time I have DSL problems they trace it back to one of RBAK's boxes.

But compared to SCMR, RBAK is a dream fundamentally. SCMR has a billion dollar market cap with 36M in sales. RBAK has a market cap of 136M on 114M sales.

SCMR knows how to hype their product, but in the industry they were always considered a bit of a joke.