Winter-- it's very good to hear from a user/installer/consultant that concord is a good product, so thanks very much for your information. It is very useful to a non-techie.
You mentioned competition from Micromuse. I have no direct knowledge, but from the report summarized below, the direct competition between MUSE and CCRD does not appear to be very strong *at this time*, tho it probably will increase
Hope the following is helpful to you:
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BancBostonRobertsonStephenson 3/5/99 issued a report entitled "Managing Network Service Level: the Emergence of Concord, Micromuse and Visual Networks." I obtained it thru Multex.
The following is a summary of the highpoints of this report.
This report examined these three companies separately, and compared them. The conclusion was that each of the three are "early leaders" focusing on the emerging Service Level Management (SLM) segment.
All three "have established clear early-mover advantages over each of their segments. They each have specific value to offer customers against larger competitors."
BBRS expects the total revenue for the three to grow from 56million in 1997 to 266million in 2000, a compound rate of 68%. BBRS believes these three will account for 350 million of this market's projected 600million revenue in 2002.
BBRS believes this whole SLM sector is a tremendous investment opportunity, and these three have shown strong performance over the past 12 months. The rapid growth of these three is a strong indicator of the tremendous opportunity available in SLM.
The three differ in terms of their customer focus:
CCRD: enterprise 74% of revenues
telcos and providers 26%
competitors are CA, IBM, HP
MUSE: carriers 73% of revenues
providers 10%
enterprise 14%
competitiors: CA, IBM, HP, SUNW, OSI, Boole & Babbage
VNWK: telcos and providers 73% of revenues
end users 27%
competitors: NETA is primary competitor
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Among the three SLM stocks, CCRD seemed the better buy to me, because
1. it has a longer operating history
2. lower PE
3. working with CSCO on a WAN product, and this relationship growing
4. high growth
5. increased sales staff 100% in 1998; 100 new customers in Q1-- ie, business momentum very strong.
Ver-ry glad to find some other investors in this company out there.
Regards |
