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Technology Stocks : Network Peripherals (NPIX) can Lead FastEthernet market???

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To: slob who wrote (122)10/10/1997 9:58:00 AM
From: Aaron Pearson   of 174
 
I'm generally a lurker here but represent several networking companies for public relations and I would have to disagree about the remark about "brand identity" here. If NPIX is going to make its stake in gig ethernet, that's great, but the whole world is focused on this market, and I can't believe, based on their past performance trying to be a big player in fast ethernet, that the Company has a much better chance in the next step up, especially if they just play the features game. Someone will always be better, faster, cheaper.

NPIX must be all these things, but there has to be some overall value proposition, something that sets the company's solutions apart. It can't just be the same features everyone else here at Interop is parading out. There simply has to be some unique benefits that NPIX brings to the market that cannot be easily duplicated with more R&D spending by the competition.

Does anyone know what this is for NPIX? I'm down to under 50% on this stock and have absolutely had it watching them slowly die.

Aaron
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