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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here -- Ignore unavailable to you. Want to Upgrade?

To: MikeM54321 who wrote (8545)	9/19/2000 11:05:21 AM
From: justone	Respond to of 12823

Mike: A bit more complex picture might be deduced from system/network management statistics. If you install new equipment, you must manage it; thus management equipment tends to be a fair indicator of telecom equipment. Today's Gartner group release is reproduced below. The Gartner group notes that: "The overall growth rate of 19.5 percent from 1998 to 1999 was down from 23.9 percent the previous period and while Year 2000 added some confusion and was blamed for slowdowns, especially near end of 1999, ``megamergers'' and management changes were probably a bigger factor. Some subsegments ignored all obstacles and pushed strongly ahead. The network and service management products saw 45 percent year-over-year growth, with desktop management coming second at 33.3 percent growth. " The lesson learned here, it that it is better to invest in network (telecom) and service management, which are going faster than other system management areas. "Our" subsegment is growing nicely, thank you, desipite mega mergers and Y2000. biz.yahoo.com Gartner's Dataquest Says Worldwide Network and System Management Market to Top $21 Billion in 2004 SAN JOSE, Calif.--(BUSINESS WIRE)--Sept. 19, 2000--The worldwide network and system management market is on pace to reach $10.2 billion in 2000, an increase of 19 percent over 1999 revenue of $8.58 billion, according to Dataquest Inc., a unit of Gartner Group, Inc. (NYSE:IT - news) NYSE:ITB). The market is projected to grow at a compound growth rate of 19.7 percent through 2004 when revenue will surpass $21 billion. The overall growth rate of 19.5 percent from 1998 to 1999 was down from 23.9 percent the previous period and while Year 2000 added some confusion and was blamed for slowdowns, especially near end of 1999, ``megamergers'' and management changes were probably a bigger factor. Some subsegments ignored all obstacles and pushed strongly ahead. The network and service management products saw 45 percent year-over-year growth, with desktop management coming in second at 33.3 percent growth. ``While management often takes a back seat to the excitement of applications, the Internet and e-commerce applications are demanding levels of availability that are now driving new expenditures in the management space,'' said Carolyn DiCenzo, chief analyst for Dataquest's Network, System and Storage Management Software Worldwide program. ``Niche players still have opportunities to leverage leading-edge technology to wins against the big players.'' Computer Associates was the solid leader in 1999 with 23.3 percent market share. IBM/Tivoli followed with 17.3 percent, and BMC Software captured 10.6 percent. After Hewlett-Packard's 4.8 percent share, no other vendor gained more than 2.5 percent of the overall management market. ``Vendors that win in this market will need not only good technology, but technology that leverages new delivery channels, such as those being promised by the managed service providers (MSPs),'' Ms. DiCenzo said. ``With the small-to-midrange market still underpenetrated, vendors need to support the technology requirements of new service-oriented delivery channels.'' Additional analysis is available in the Research Brief titled ``Network and System Management Growth Slows in 1999.'' This brief addresses the size of the system and application management software market, the key players and graphs of the five-year forecast by subsegment and market share leaders. Detailed data and forecast on this market and its subsegments are available in the Dataquest Market Statistics report ``1999 Management Software Market Share''.

To: MikeM54321 who wrote (8545)	9/25/2000 4:09:06 PM
From: MikeM54321	Read Replies (1) \| Respond to of 12823

Re: Brain/Brawn - IFCI a Mobile Wireless Play Thread- As most know, I follow International Fibercom (sym:IFCI) fairly closely to get an idea on overall infrastructure spending by the telecom companies. IFCI divides it revenues between the telcos and cablecos, with a smallish footprint in the mobile wireless sector. I've tried to explain their wireless products in detail at: Message 13068976 Message 14106200 ...I tried to give it a balanced approach. Anyway for those interested, they finally have a website up that is devoted to their mobile wireless division-- Aerocomm: aerocomminc.com I bring this up because not too long ago we were discussing ways to play the upcoming mobile wireless data explosion. Remember to do your own DD on this idea. IFCI is pretty volatile, lightly followed, and unpredictable. -MikeM(From Florida)