all - it looks like the media didn't want the story to die... of course, interestingly, CSCO's stk performance didn't seem to be affected yesterday and of course, the situation impacted only endusers and T [it has service level agreement!]
I agree with Hop that BAY - or any networker for that matter - is not immune; however, it is a a crack in the Alpha Wolf's armor. In addition to the single vendor vulnerability, I also think people have not pay enough attention to the softwares. From the POV, BAY, COMS, and even MADGF, seem to be paying their dues in the software department.
In this instance, I don't think BAY will benefit directly since ASND and NN are the two more visible in the FR segment; however, it does show size can be as much of a detriment, especially if the products [both HW and SW] and services are behind their times. In the department, all indications are that House is doing the right things.
rgds Bosco |
