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Technology Stocks : Concord Communications Inc (CCRD)
CCRD 23.62-2.9%Oct 30 3:59 PM EDT

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To: Mehitabel who wrote (52)7/13/1999 7:01:00 PM
From: Mehitabel  Read Replies (1) of 84
 
BancBoston Robertson Stephens report on Systems, Network and Application Management stocks on 7/5/99

Highlights

*expecting a strong quarter from all, with upside to revenue and
earnings projections

*business continues extremely strong in the network and
application management sector

*seeing no slowdown from y2k in this sector. Expect all companies
to show strong sequential growth in the 2nd half of the year.

*CCRD continues to develop a robust product pipeline and strong
partnerships. Beta shipment of their new product is expected this
summer, and the Network Health CSCO WAN Manager, and the
future release of Application Health Manager also coming up.
Because of these, expect to see continued strength in Concord's
product pipeline, *maintaining the high revenue growth rates*.

*CCRD relationships with CSCO and LU progressing well, and
expects results from these partnerships late this year.

*Expects a strong quarter.
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