[Telecommunications Magazine article. ASND references]
Cabletron: Engineering a Comeback. A scrappy contender stumbles and recovers with a new CEO and a new corporate direction. [Well, maybe next year...]
Susan O'Keefe, February 1998
telecoms-mag.com
Excerpts relevant to ASND
"So far Cabletron has been relatively quiet about its plans to introduce
new products into the service provider market. They already have a few
products in the market in a very hot area--remote access--that they
acquired with the purchases of Network Express and Netlink in 1996.
But the small foothold they gained may be a case of too little, too late,
according to Armstrong [Dataquest analyst], who said the remote access market may already be closed to Cabletron. "[With the Ascend-Cascade and 3Com-US
Robotics deals] remote access is pretty much an area that's already spoken for," he said. "Cabletron may have to deliver something to meet
the requirements of their installed customer base, but to suggest they
would make an acquisition or develop a product that would suddenly
create a dynamic presence for them in the market, I don't think it's very
realistic."
"The enterprise companies may have a leg up on the traditional voice
companies in the future as service providers and corporations consolidate
their voice, video, and data over a single network. "To the extent that
Cisco, Bay, 3Com, and Cabletron can leverage their data experience, it
does give them some sort of advantage [over the Nortels and Lucents],"
Speyer of the Yankee Group said. Heritage of UBS Securities agrees: "Data is moving extremely quickly in the
carrier space." He added that Cisco has the best position among the
enterprise companies because it has such a large market share in the
Internet space. "Data will play a greater role in the development of
carriers' networks and eventually phone company networks are going to
be based on a data network format. So I think that the opportunity for
these traditional data networking companies is excellent because they
understand data.""
telecoms-mag.com |
