CSCO=BigNets,COMS=appliances,INTC=small nets.
CS,BAY,ASND fade into same fate as Prime Computer, Data General, Sperry, Wang, ROLM, NCR, Olivetti, NBI, Novell.
Netscape becomes the next big yahoo,lycos,excite.
LU,Nortel,Siemens,NEC,Ericsson,Alcatel miss the new IP data wave just like they missed routing, voicemail, frame relay, video conferencing, and that small thing called the internet.
Put new money in net mgmt, billing, security, wireless, wireless, wireless ventures and MSFT,CSCO,INTC.
startups like packeteer and vitalsigns look good.
Novell becomes NT 5.0's biggest custom ISV software house.
Sun becomes a black hole. Server's become a commodity.
The big four: Oracle, Peoplesoft,SAP,Baan rule.
New PBX's run rampant with web sites and 800# telecom gear all coming out of the same new box...will LU,Nortel make those...not!
All of this revolutionary change needs to be managed, accounted for and billed? |
