Hi Dan - not at all, so long as we don't show any fear <G>! Anyway, I doubt INSP will move until the analists clear their throat at the CC. I suspect that they are going in with a negative bias, and if NJ can hold his ground, it will be a win. But of course, like how so many people feel here, there is a chance he is going to shoot himself in the foot. So, I stick to the low expectation gambit instead <VBG>!
Arrowpoint, Alteon and F-5 are the major player. I think [I could confuse them with something else] they deal with layer 7, probably with software assist to speed routing packets to the right places. I think load-balancing is another of their feature. With CSCO taking the 1st and NT the second, their technologies will burrow deep into the internet infrastructure. To me, INSP is more a middleware agent type company, with its original root in directory and its acquisition [of GNET] it is also content rich. I think its strategy in wireless is a good one, since cell ph and other internet appliances, including PDA, will outnumber PC. It will do well if it keeps its eyes on the ball. How's that for a morale booster from a nontechie <VVBG>!
best, Bosco |
