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Technology Stocks : Nortel Networks (NT)
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To: zbyslaw owczarczyk who wrote (6370)7/31/2000 10:41:36 PM
From: telecomguy  Read Replies (1) of 14638
 
Maybe ALA was not interested because it did not understand the potential market size of content aware web switches.

Zo, if ALA CS 100-800 does everything that Arrowpoint and ATON products do, where is their market share.

And clearly CSCO is not going to continue to allow ALA to license Arrowpoint software in the forseeable future.

Let us not try to spin something from nothing. ALA is not even registering on any scale when it comes to software application based platforms. ALA is trying to follow in NT step but they are just not able to execute like NT in my humble opinion.........fine company and ALA will still be here and are valued reasonably but will they become a Gorilla of integrated networking.... I highly doubt it.
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