ASND will be $50 in 1998 on its own... **** the takeover... Even if there is any truth to the matter, BAY would only pay $30 max..
Can anyone comment substantively on how ASND's and BAY's product lines, corporate cultures, etc. would mesh? I'm not really all that familiar with BAY.
I have some doubts about how well ASND can do on its own. I think they are weak in quality control, documentation, and support. My sense is that the experiences described in the following URL are characteristic:
merit.edu
That's less of a problem when you occupy a market niche solo. E.g., back when the Pipeline50 was $1500, it was the only game in town for ISDN dialup routing. ISDN dialup routing was such a useful thing that we were willing to pay the price, and forgive the cryptic documentation and the perverse user interface.
But now, the RA market is slowing (a little), margins are dropping (a lot), competition is increasing (a lot), and, most important, CSCO, which has an awesome and deserved reputation for great reliability and support, has swung its big guns around and is pointing them squarely at ASND.
Lassie, get help. |
