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Technology Stocks : BAY Ntwks (under House)

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To: jkb who wrote (3484)	1/15/1998 9:45:00 AM
From: Tom Kiblin	Read Replies (1) of 6980

My thoughts are that the The New Oak acquisition (welcome back ex-Bay folks!) doesn't affect the FireWall/Checkpoint relationship. They complement each other, just like our OEM relationship with VPN.net, different products for different areas. The NOC 4000 from New Oak is used to terminate up to 2000 sessions that originate on our remote access product family (or perhaps someone else's product), supporting L2TP, IPSec, PPTP, L2F, etc. Therefore creating VPN's across any medium, but most likely the Internet. Checkpoint is more or less for packet inspection/rule sets on our router product line, etc. The current issue of Network Computing that has our BCN router on the cover (and a beautiful cover it is!) also has a review of the New Oak NOC 4000 product. As for the BCN King-of-the-Road article, this is an awsome article! Amazing that they are comparing our Backbone Beast to the newer Gig stuff from these start-ups, and we are still winning with proven technology. Perhaps next time they will do the test with our Accelar 1000 and we can win twice :-) Its a good time to be at Bay. Tom

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