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Technology Stocks : F5 Networks, Inc. (FFIV)
FFIV 278.79+0.8%3:59 PM EST

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To: LTK007 who wrote (896)5/8/2000 7:50:00 AM
From: David E. Taylor  Read Replies (2) of 1801
 
Max and Thread:

I haven't dug into this much yet, but can anyone who knows F5's product line better than I tell me how these new Intel products invade F5's market space?:

SAN FRANCISCO, May 7 (Reuters) - Intel Corp. (NASDAQ:INTC) plans
to unveil two network devices on Monday that can make
business-to-business transactions over the Internet 150 times
faster than previously possible.
In the latest growth push from its communications products
business, Intel said the devices will take some of the data
processing load off network servers. The products will be
targeted to data centers and other application service
providers offering services over the Web.
The Intel NetStructure 7280 XML Director and the 7210 XML
Accelerator are in pilot tests with a handful of
business-to-business companies. They are the latest addition to
a family of e-commerce products that seek to speed up business,
first launched in February at the Intel Developer Forum.
"We are making products for the e-business data centers,"
said John Miner, Intel's vice president and general manager of
the company's communications products group. "As they rush to
get e-commerce capabilities in place, one of the problems these
companies face is they want to make sure that the transactions
get completed."
Both devices are based on XML (extensible markup language),
which is evolving into a standard format for structured
documents like invoices, purchase orders, and other documents
that are used in business-to-business transactions, just as
HTML (hypertext markup language) became the standard for
designing Web pages.
Intel said both its Intel NetStructure 7280 XML Director
and the 7210 XML Accelerator devices will ship in quantity in
the middle of the year. Both devices accelerate and control
secure XML-based Internet transactions, for faster electronic
commerce.

Copyright 2000, Reuters News Service

I remember when Intel decided to get into 3Com's business back in Spring 1997 what that did to 3Com's stock. This sounds like deja vu to me.

David T.
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