Alteon WebSystems Inc-(ATON) Message Board

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Technology Stocks : Alteon WebSystems Inc-(ATON)

ATON 5.140

-5.0%

Oct 31 9:30 AM EST

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To: dav who wrote (389)	5/30/2000 12:56:00 PM
From: Wizard	Read Replies (1) of 414

This is the company to own in the space. I think its a home run from the $40's. FFIV is a short. FFIV's numbers will hold up a while longer because the build-out is so big right now that even 'scotch-tape' solutions will sell. However, ATON has a few quarters here where they are going to gain a ton of market share in an exploding market. Arrowpoint/Cisco will be a factor in 2001 but ATON will have doubled market share by then. The lock-up is long over and the Cisco threat is meaningless for the next 3 quarters. In buying Arrowpoint, Cisco has basically endorsed ATON's entire sales pitch. Web hosters used to want to just fill cages. Now they need to think about maximizing gross profit per square foot. The easiest way to do this is to run a more efficient cage and limit the number of 'boxes.' This is exactly what ATON's solution does...

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