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Technology Stocks : copper mountain CMTN
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To: Rarebird who wrote (705)9/2/2000 8:03:25 AM
From: zx  Read Replies (1) of 1226
 
off topic- F5: imo here are the problems. (from the article.) Don't know how big the overall balancing market is growing every year though.

1) F5 is losing ground to Cisco, according to Dell'Oro figures. In the second quarter, F5 sold $23.6 million of load-balancing appliances for a 28 percent market share, compared with $41.3 million and 49 percent for Cisco. In the first quarter, F5 had a 34 percent share to Cisco's 37 percent.

2) Other rivals in the market include Intel, Nortel and Radware Ltd.

3) more consolidation will come in the non-optical networking-equipment industry.
''As your revenues grow, in order to generate larger and larger growth, it just takes larger distribution channels and larger resources.

4) Extreme CFO Vito Palermo said his company has been focused on building a standalone company around its switches. He said he sees load-balancing and Web-switching companies, such as Alteon and F5, as having difficulty building larger companies around such technology.

**The hope is F5 Networks May Be Acquired Since Rivals were Bought. ArrowPoint and Alteon ''are classic examples of companies that were destined to be acquired,'' (g)

The good news (as you mentioned)- F5 also has licensed its software to 3Com and Extreme for use in their products, and it's agreed to let Dell Computer Corp. resell F5 products under its own label.

hope F5 goes well for everyone and it gets bought out at a giant premium. Or Dell can get market share from Cisco and Nortel. Or the market grows and grow.

OT-again. Ford Leaps up 11.9% yesterday.
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