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Technology Stocks : Visual Networks (VNWK)

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To: DD™ who started this subject	1/3/2004 11:54:38 AM
From: Byron Angel	Read Replies (1) of 367

Software: the Likely Winner of '04 The title of this post is also the title of an article in the current edition of Barron's. Soundview Technology strategist Arnie Berman predicts in the article that software will be this year's star, saying that it "looks like the place to be in 2004." Cisco is putting VNWK software into its routers: nwfusion.com Verizon uses Visual Insight software on its DSL network. "With 40 million software agents already deployed on workstations around the world, Visual IP InSight is one of the most widely used IP service management solutions for monitoring the connectivity and performance of Internet-based dial, dedicated, and broadband IP network services." visualnetworks.com Sprint uses both VNWK software and hardware. www3.sprint.com VNWK's new Select product offers software in modular form: New Software Modules Offer Deployment Flexibility Visual UpTime Select offers a flexible, software-based solution that companies can cost-effectively implement and incrementally enhance in step with the unique and changing needs of their own dynamic IT environments. This modularity makes it even more desirable for both existing and new customers, of all sizes, as they can purchase UpTime Select capabilities all at once, or one module at a time. Such flexibility is critical to meet the changing needs and budgets of today's IT organizations. visualnetworks.com Everthing is now falling into place for VNWK. The economy is picking up, spending by enterprise customers on software is picking up, and VNWK has the software products that these customers need to get the most out of their data networks. Look for VNWK to be one of the big winners among software stocks in 2004. Byron

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