9 Quotes by Joe Skorupa

Based on their revenues last year and their traction in the market, it wouldn't be at all surprising if this was the time they are choosing to go public. From a product standpoint they have a lot of good features and they have also done the commercial side right.

Remote office consolidation is a business problem that requires a holistic approach. To succeed, enterprises must choose solutions that address all data access needs of the remote office -- not just remote file access. And, once remote office data is centralized, you can't stop there. Companies need to think through how the additional data will impact their existing SAN, backup and disaster recovery, and bandwidth infrastructures in order to effectively manage the newly centralized data.

When you have a device that sells for $2,500, and the embedded OS sells for zero dollars and now it's a few hundred dollars, that makes a difference.

You basically had no reliable backup for five years, until Sarbanes-Oxley came along. The office manager has taken the backup tapes home and put them on the mantle.

There is still a per-CPU license, and whoever controls the branch office architecture controls the overall architecture. Cisco has made it clear they will enter the market and IBM will roll something out. Some things will be built into Windows. Microsoft is pushing the appliance vendors to use Longhorn instead of Linux or Unix.

Customers look to application acceleration solutions as a way to maximize their data center investments and contain their infrastructure and operational costs. As these deployments become more mainstream, customers require solutions that remove the complexity from solving their application performance problems.

Encrypting browser traffic prevents WAN optimization controllers from performing their optimization functions. When selecting a WOC vendor, it is important to understand their strategy for dealing with encrypted traffic like SSL.

The trend toward powerful platforms that deliver four or more functions continued as enterprises continued to simplify their infrastructure and vendors moved to grow revenue and increase account control. Market consolidation also continued in 2005 as strong platform players acquired promising software providers that had not yet reached critical mass in terms of distribution and revenue.

This is a strong entry from F5, and it's a hot market, so other companies will move into this space.