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Strategies & Market Trends : Trader J's Inner Circle -- Ignore unavailable to you. Want to Upgrade?

To: D. K. G. who wrote (17142)	7/7/1999 6:10:00 PM
From: LTK007	Respond to of 56535

Excellent article DeNis and I re-paste the last part,with a question how long can F5 manage independence with Cisco looking over their shoulder?? << "Packet-switching is the core of Cisco's business, but small companies like F5 are going beyond that capability," says Peter Christy, a principal at Collaborative Research, a Los Altos, Calif., Internet-marketing-research company. For example, Mr. Christy says F5's system would allow a big Web-site operator, such as, say, Fidelity Investments, to prioritize messages during peak-traffic periods, giving preference to paying customers over other users simply seeking information. Cisco says it doesn't comment on rivals, especially start-ups such as F5. But a spokeswoman for the networking company assures, "We are well aware of what our competitors are doing." In any event, analysts such as Collaborative's Mr. Christy say a likely scenario is that F5 will get scooped up by one of the major networking concerns, such as Cisco, Lucent Technologies Inc. or Sun Microsystems Inc. "In the long haul," says Ted Julian, an Internet analyst with Forrester Research in Cambridge, Mass., "I have a hard time envisioning them as an independent player." >>