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Technology Stocks : Visual Networks (VNWK)
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To: Tae Spam Kim who wrote (6)2/10/1998 6:23:00 PM
From: Francis Gaskins  Read Replies (2) of 367
 
Tae, Malone defined the market pretty narrowly. Here's another a cut at the market defined very very broadly...

"The market for outsourced LAN/WAN network management was estimated to be approximately $5 billion in 1996, and is projected to grow to approximately $11 billion in 2001, according to International Data Corp ("IDC")."

That's from the Micromuse prospectus (our G/co report on Micromuse will be released soon).

It appears that Visual Networks has a better, broader customer base, and has a head start in the reseller channel and is better positioned to be the leader. VNWK's Dec quarter sales were more than double Micromuse's (and 30% of Micromuse's sales came from its underwriter, Deutsche Morgan Grenfell, which was also a co-underwriter for Visual Networks).

Best,
Francis
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