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To: Dave Doriguzzi who wrote (17602)	7/27/2003 7:42:57 PM
From: Lizzie Tudor	Respond to of 57684

interesting, well I was thinking after your post that if there really IS a recovery, then extr would be a better play than fdry simply because they aren't profitable and therefore cheaper.... the CEO already said he is looking for 400mm in revs for the next fiscal year so if you believe him that has to be good. I heard once that extr's area (as well as foundry) was being commoditized but I don't think that matters after this consolidation, if its even possible. The difference between networking and software is there actually is some end user demand for networking but the consolidation is about the same imho.