My take on this is that Boca can't make up its mind on which market to address. Jim, according to you, they have the following products :
1. Firewall software
2. Modem
3. Internet computer
4. End-to-end communication provider
OK, #2 is part of #4, I guess. I think if they were to pursue all three markets simultaneously, they will be in big trouble. Just think about the competitions. In each of those areas, there are already entrenched competitors. Off the top of my head, in Firewall market, there's Raptor, Milkyway, Entrust. In modem, US Robotics. In Internet computer, IBM, Dell, and all those manufacturers. In end-to-end communication, Cisco, Nortel, Lucent Tech.
How is Boca going to spread itself that thin and successfully penetrate any market ? Remember, each of these markets are complicated and requires enormous talents to succeed. Does Boca have the human resources necessary ? I have my doubts. How about you ? |
