Austin: EXDS and CFLO are not competition for Mirror-Image. Mirror Image technology works in concert with caching devices from CSCO, NTAP, F5, CFLO and others. The free service, as I understand the PRESS RELEASE, implies that each EXDS customer would get a report indicating the response improvement gained by using CFLO cache. So this helps sell CFLO devices. The more content found in the cache, the less Bandwidth and Servers needed. THis can be significant savings. Remember that EXDS provides the total communication environment for a customer.( from Bandwidth to Firewall to Cache to Load Director) EXDS would lease or sell CSCO or F5 or CFLO devices as part of the total service package. Mirror-Image technology comes into play where it is the King-Sized cache for a Internet Provider.
The knock of EXDS by Byron and the other SHORTS just show little they know about technology and the build-out of the Net infrastructure. EXDS appears to be buying and partnering with companies to provide complete network management solution require. Service Metrics was purchased just after KEYN IPO in Oct. The 15% investment in Mirror Image is just the beginning, IMHO. If the network deployment proves to be technology sound, don?t be surprised to see EXDS take a bigger stake. Mirror Image would be a good fit for a large Internet Backbone such as AT&T or WorldCom-UUNET. So I don?t think an ORACLE or SUN is a potential company. I think that a WEB-hoster, such as EXDS or IBM or GLBX, or large communications company would be a good fit.
When all is said or done, the EXDS-Mirror Image deal and partnership will be significant for XLA shareholders. This deal is what is keeping me positive during these tough times!
Compaq ? They tried to be all things to all people. The strategy of becoming the next IBM , IMO has failed. They bought Tandem and Digital Equipment. They are a 38B revenue generating company. I am not concerned about them or SUN getting into the storage business. IMHO, EMC and NTAP are the 800 lb gorillas.
XLA LONG and STRONG |
