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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: puborectalis who wrote (17781)	8/12/2003 4:31:16 PM
From: Lizzie Tudor	Read Replies (3) \| Respond to of 57684

call me crazy but I say networking infrastructure becomes hot again. Maybe not 03 but 04? Its a great sector due to the potential and consolidation that has happened there. The capex that does come back will be directed to networking infrastructure imho. It used to be chopped up between software, PCs you name it.

To: puborectalis who wrote (17781)	8/20/2003 5:19:05 PM
From: puborectalis	Respond to of 57684

F5 Networks, another leader in the load-balancing field, is honing its expertise in Layer-7 application switching. The company is partnering with ISVs to develop specialized load balancers for proprietary applications. "More and more organizations want to make specialized traffic decisions based on applications running over HTTP and IP," Jason Needham, product manager at F5 Networks, told NewsFactor. According to Needham, F5's products go beyond HTTP and URL information to dig deeper into the TCP payload. NTT DoCoMo (NYSE: DCM - news), for example, is using F5's Big IP load balancer in its i-mode service to identify caller IDs and sessions. "We're handling more and more applications running over IP," Needham said. With F5's Universal Inspection Engine, customers can flexibly switch, persist, and block traffic based on unique variables that the user can set, Needham said. F5 also is finding a unique way to deliver its product. It was the first vendor to announced a blade-server strategy for users that want to save power consumption, rack space and money, as well as get soup-to-nuts performance for one application. F5 blades sit in devices supported by Hewlett-Packard, Dell (Nasdaq: DELL - news), IBM (NYSE: IBM - news), and NEC (Nasdaq: NIPNY - news), among others. "[Customers can] load balance within the blades on a chassis using an all-inclusive box," Needham said.