GLG News by Firewall Sellers

Michael Horsch FizzPrincipal AdvisorFCI Inc.

Cisco's advantages and challenges. Comparisons to Juniper, ProCurve, Brocade.

August 5, 2009

Analysis of:Cisco’s Sales Will Drop as Much as 17%, Chambers Says | www.bloomberg.com

Cisco's strengths and challenges for their first fiscal quarter and beyond can be further defined when we compare them to their competition. Juniper, HP ProCurve, Avaya, Brocade (Foundry), Nortel, 3COM are vendors that can help us define and understand Cisco. Cisco's success may very well be due to the weakness of their competition versus the strengths of Cisco. In addition, with $30 plus billion of cash they are better positioned than most.

John PirontiPresidentIP Architects LLC

Security Technology Vendors, Too Little Too Late?

March 30, 2009

Analysis of:Cyber crime profits running into trillions of dollars | www.itnews.com.au

Information security technology vendors have been trying to catch up with the hacker community with little success in the last couple years. Most of their tools are out of date the day that they are released for sophisticated attacks. The hacker community has become more organized and focused on their goal to quietly make money through the use of malicious software and social engineering without advertising their capabilities. The vendor community needs to change the fundamental ways the design and produce technology or at a minimum reset expectations on the value proposition of their capabilities if they are to continue to drive value and not become commoditized in enterprise information technology environments.

Michael Horsch FizzPrincipal AdvisorFCI Inc.

Balancing a Load

February 27, 2009

Analysis of:Alteon deal worth just $17.65M, Nortel says | www.ottawacitizen.com

-May be enough to finally give Radware a push into profitability; -Nortel (Alteon) clients win; -Radware may increase their market reach. -Competition is already going after existing Nortel clients.

Mark FryeVice President of SalesVENTURE TECHNOLOGIES, INC.

Why can SaaS revenue rise in a down economy?

January 19, 2009

Analysis of:In a down economy, SaaS revenues rise | www.computerworld.com

SaaS represents "hard" cost savings to most businesses. This is particularly true in small to medium organizations where IT management/spending conflicts with the ability to focus on primary business operations.

Michael Horsch FizzPrincipal AdvisorFCI Inc.

There are lucrative sweet spots.

April 11, 2008

Analysis of:Cisco Signals Trouble Ahead | money.cnn.com

1) Due diligence is expected and the news of tightening belts was predicted. 2) In the last quarter we have found all verticals are experiencing some level of conservative spending. 3) However, we have also seen increased spending with some vendors and/or specific vendor products and solutions. There are profits to be made during these next few quarters.

John PirontiPresidentIP Architects LLC

Business Continuance Becomes a Top Of Mind Issue

February 1, 2008

Analysis of:Internet failure hits two continents | www.cnn.com

Business continuance will now become a top of mind issue, especially in global outsourced solutions.

John PirontiPresidentIP Architects LLC

New Technology and Capability Bring New Security Challenges

November 14, 2007

Analysis of:Looming Online Security Threats in 2008 | www.businessweek.com

The implmentation of new technologies such as virtualization, social networking, cryptography, web 2.0 tools and services, and authentiation technologies bring new security challenges. Data leakage is still top of mind with CISO and CIO.

Stephen SpressertSales DirectorDATALINK CORPORATION

VmWare is no longer in a blue ocean

November 13, 2007

Analysis of:VMware's Dominance Questioned | www.thestreet.com

VmWare must grow via the channel. VmWare must support their current customers. VmWare must continue to innovate to stay ahead of the competition.

John PirontiPresidentIP Architects LLC

Symantec is Well Positioned

November 7, 2007

Analysis of:Symantec to Extend Its Leadership in Information-Centric Security | money.cnn.com

Symantec has recently made a key aquisition in Vontu which helps it transform from technology focus to a data focus for security.

Stephen SpressertSales DirectorDATALINK CORPORATION

SOA is a Journey, Not a Destination