David, these new Intel boxes are nice, but it's only a little improvement in the field that is still wide open. F5 coined the term "Internet Traffic and Content management" or iTCM. The Traffic part is now and huge, and the Content part later will be even much bigger. That's what drive the arpt buyout, and arpt is only one piece of the puzzle. The architecture for this barely exist now, and is still evolving. To architect the web content management system that will satisfy ASP, B2B, and syndicated business among other things, requires those parts from the traffic management. You can learn about all this info in their web sites; they give you lots of good clue, but you have to piece them together. Rest assure, there's no 3Comitis here :)
IMO, at this level, I would ignore the market noise. The stock in this group is a must own LTBH min 2 years. I'm long F5 and Alteon. Cisco too, but for another obvious reason. |
