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lightbulb0 12/4/2012 | 7:48:15 PM
re: Redback Melts Down I was just wondering what had happened to all those Siara people RBAK had acquired. Most of the early batch should be fully vested by now.
Neophone 12/4/2012 | 7:48:15 PM
re: Redback Melts Down why they give up SMS and turn to smartedge ?
so poor decision.

and now they will trun smartedge to router,
it'll be another loser cause some many router
player there.
sandiego 12/4/2012 | 7:48:14 PM
re: Redback Melts Down sublease that space along 237 before Brocade puts their facilities on the market, bearing in mind that according to today's Wall St Journal Cisco has 900k sq ft to sublease along Tasman. The next big story in tech will be the exodus out of Silicon Valley, where it's much too expensive and unlivable for anyone but the beareaucrats at Applied Materials and HP. Bet the AMC 20 would folks like to take over the Exodus building -- plenty of air-conditioning!
Kevin Mitchell 12/4/2012 | 7:48:12 PM
re: Redback Melts Down Redback had to move away from the SMS platform or at least enhance it. The edge is collapsing with routing, subscriber management, and IP services existing on one platform (we aren't there yet, but the movement is in that direction). Note Unisphere's success in this area where their ERX is both a router and a BRAS platform. Also, Cisco's shifted from specialized platforms to multi-function routers that provide additional services. This is a complete 180 degree turn from their positioning of 18 months ago.

Redback rested on their laurels and shifted investment from the SMS to the SE. The SMS business rapidly moved beyond infancy and is already mature. Pure subscriber management/BRAS platforms do not have much time left.

SE had great potential and at the time that market was red hot, but Redback has not executed properly. I bet Cisco has underpriced them as well.
Neophone 12/4/2012 | 7:48:10 PM
re: Redback Melts Down but i think redback should focus on SMS field too,
at least, unisphere is leader in this field,not
redback. and redback loss lots of cases.
as SE, it's little early to push it out to markets
when no much customer need it
Kevin Mitchell 12/4/2012 | 7:48:07 PM
re: Redback Melts Down What happened to those Wallstreet analyst messages? Why were they deleted from the msg board?
Scott Raynovich 12/4/2012 | 7:48:06 PM
re: Redback Melts Down The messages were deleted because they were sloppily written, hard to understand, peppered with foul language, and generally not building the value of the board.

Expressing such opinions is fine but if somebody wants to contribute such opinions I suggest they write them in a more grammatical fashion and avoid the use of expletives.

zande 12/4/2012 | 7:48:05 PM
re: Redback Melts Down What did the WS analysts messages say? I didn't get a chance to catch them.

Kevin Mitchell 12/4/2012 | 7:48:00 PM
re: Redback Melts Down They mostly consisted of bashing Wall Street financial analysts for ++ber idiots.
fhe 12/4/2012 | 7:47:59 PM
re: Redback Melts Down I don't believe my message was "inappropriate". Maybe I just replied to the wrong mesasge title...

What I said was, why are these analysts still putting up "estimates"?? If we think about it, is it really the companies that are missing the target? or it is actually the analysts who are missing the numbers?? I think it is the latter.

and if the investors treated the analysts misses like what they treated the companies when they missed, all the analysts would be collecting unemployment benefits right now, and most of the investment banks would be trading as penny stocks...
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