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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: DownSouth who wrote (5272)	8/24/1999 10:57:00 AM
From: JRH	Read Replies (1) of 54805

Downsouth and Devil's Advocate: It seems to me, before I look further, that the firewall tornado never quite developed, or perhaps I missed it and its over. I think that firewalls as a seperate entity never really took off, but rather they were incorporated in edge routers, which would explain CSCO's dominance in firewalls. I am not sure why someone would go buy a seperate software package for a firewall. I think Devil's Advocate is trying to vouch for CHKP's royalty class in the VPN market. From the numbers I have seen (and I don't have a source right now, this is coming from the memory banks ;), the VPN market size is puny right now, but is really taking off. Has it crossed the chasm? I dunno about that. It seems to me that VPN is more of a solution for small-mid size companies with a few seperate offices to connect. VPNs also are being used by large corporations for remote-access for telecommuting employees. I think it is a lot more cost effective to set up a VPN than to have a modem pool. BWDIK, Justin

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