NETM: Whats the BEEF? | Stock Discussion Forums

To: Habib Wicks who wrote (717)	7/1/1996 12:59:00 PM
From: JSchick	of 2599

NETM effectively hasn't lost the TCP/IP stack battle to MSFT. The new features they are bundling into Chameleon are products in their own right and I can see companies everywhere using the MSFT stack, but buying or upgrading Chameleon for the new features (and independent minded departments will use the NETM stack). Foremost in my mind is bandwidth allocation management. This area will be a hot topic on EVERY intranet site. John Dvorak quotes a college student who was thrilled to see a T1 installed in his dorm, only to see throughput drop below 28.8K as usage skyrocketed. Bandwidth allocation is a huge issue, and NETM appears at the forefront of it. And it won't just be an issue of allocating bandwidth between video conferencing and file transfers but power plays between departments. Virtually every company will ultimately have to buy bandwidth allocation software, and NETM can easily maintain a 1, 2 or 3 market share in this area. The hot demand for this probably won't start till Q4, however.

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To: richard jay salmore who wrote (712)	7/1/1996 7:23:00 PM
From: JSchick	of 2599

Article which appeared in this evening's ZDNET front page news zdnet.com about predictions for the Unix market. Check it out. ..."The Unix operating system, far from being dead and buried, will grow by 8 percent by the year 2000, with non-Unix purchases, including Windows and Windows NT-based systems, declining in that period, according to a survey by Datapro Information Services Group. Rapid growth in Internet-related markets has fueled the creation of new Unix development tools,... The research company predicts purchases of Microsoft Corp.'s Windows NT will decline by 8 percent as Unix purchases rise through 2000... The report was based on Datapro's annual user survey, which this year queried 1,318 Unix users worldwide. The research revealed that users are overwhelmingly moving toward Internet-based software development tools..."

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To: jim A who wrote (697)	7/1/1996 9:34:00 PM
From: Lee Goodman	of 2599

Jim - One thing I have been noticing. When you report to us that the call or put volume is up....ie very positive or negative, have you noticed that NETM usually goes in the other direction? You reported earlier that the put volume on the 7.5's was very heavy and to watch out. Maybe we can all learn something from that. I might not understand all of NETM's technical stuff, but I do know a classical short trap when I see one. Hence the earlier comment that most people buy high and sell low ... Remember? .... Try doing something against what the general public is doing for once. I think you will find it pays off in the long and short run. Just a word of advice.

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