Endace Share Discussion Threads

[knackers] 14/11/2012 18:21

Looks like a fairly significant spruce-up and overhaul at

Mention of task-specific new products: 1) Open Application Platform and 2) Netflow Generation devices. A much clearer/smarter presentation of their technology.

[knackers] 14/11/2012 16:30

CenturyLink jumps on 100G bandwagon

Looks like 2013 will be a crowd pleaser ;o)

[knackers] 13/11/2012 13:47

Findings from Endace's 2012 network visibility survey published:

[knackers] 12/11/2012 10:33

I think they've sold down, Ed

[edwardt] 09/11/2012 13:18

ignis on board, not sure when they bought, i have not seen much volume of late...

[knackers] 08/11/2012 08:03

More to do with the application of IT and network infrastructure in the mgt/control of electricity generation and power distribution. Could that open up a more general application in large enterprise data centres? traffic and performance monitoring - ops and security.

[edwardt] 07/11/2012 14:07

smart grid - does that mean cloud computing?

[knackers] 07/11/2012 13:59

Where to start..?

...but I sense not for much longer, Stan.

Technicals are finally beginning to come right, they've been awful since March, but we could see a 20 and 50 EMA positive x-over in the coming days.

[edwardt] 07/11/2012 11:37

very good question!

[stanmore2] 07/11/2012 11:29

so why is the share price so low?

[knackers] 07/11/2012 11:10

Yet another note from Panmure this morning (following their meeting with the Exec team y'day). Talks about much improved mgt info - detail and insight. Also 50 new customers billed in H1 period and two new 'smartgrid' customers. Confident about FY number and talks of 'exciting revenue potential'.

[knackers] 07/11/2012 08:26

Interesting to hear the view from Endace competitors about the high throughput challenge - they don't want to know until they can play. Which is a bit of an issue if clients ask them to share their product roadmaps. Dev to 40-100G for some may be a long old time (12-18 months) as creating an NPB at 100G throws up some pretty big tech issues.

Infonetics and others expect about 3 times as many 100G upgrades/installs next year as in this.

[knackers] 07/11/2012 07:43

No doubt UK and Kiwi Govt agencies also stimulated that R&D effort, aspex. It's been about a 20-24 month project (if not longer) developing Extreme and Access 100. I wonder what else is under the hood.

[aspex] 07/11/2012 07:22

Interesting comment from Tim Nichols
'A US government agency initially approached Endace with a need for 100G monitoring and stimulated its development effort.'

[aspex] 06/11/2012 20:02

edwardt,
Regrettably only advfn has access to the original header.

[edwardt] 06/11/2012 13:03

can we change the header from one to watch to One to own!

[knackers] 06/11/2012 11:24

Great to finally see buyers back. Quite right too!

[knackers] 06/11/2012 08:47

Aspex, agreed. The sales and product/mkting team has a v different shape to this time last year - and obviously their product is at the next level too. Further we have channel sales now accounting for 40% of revenues! The new sales team were recruited Mar-Jun, so productive by Nov (now).

Have new products at mkt, both channel & direct sales firing and you're going to have a strong pipeline.

For the first time in about 3-4 years no ref to 'tough market conditions' and 'challenging macroeconomic backdrops' in headline/opening statement!

Likely to see further newsflow I think as odd putting the EndaceAccess launch news out before H1 results...

[aspex] 06/11/2012 08:08

Knackers,
I had that in my earlier comment but pulled it as I did not want to sound too full on.
However I find it hard to believe that this springboard will not produce the goods for H2.

[aspex] 06/11/2012 07:24

H1. Thoroughly positive report and nice to see that margin increase on slightly higher sales has fully compensated for the large increase in personnel at the high dollar end.
Also nice cash position.
But no mention of any particular link to a big player. Maybe they are resisting that.

[knackers] 02/11/2012 12:59

Looks like another Product Mgt Director has just joined the US Sunnyvale team. Ex Brocade and Spirent.

So, in product and marketing Endace now has:

1. SVP Product Mgt and Marketing*
2. SVP Global Marketing
3. VP Product Management*
4. Director Product Management*
5. Director Product Marketing*
6. Tactical Marketing Manager*
7. Head of Product Dev and Ops (NZ)
8. Head of Product (NZ)

* = New hires in the past 12 months

[knackers] 02/11/2012 10:39

That strikes me as a bit odd given that H1 results, and the H2 update, is only next week...I'm sure there's more news in the wings. Granted EndaceAccess is a step-up on EndaceExtreme (as it's platform agnostic and a sort of 100G network packet broker) but that launch was well flagged. I'm sure there's been plenty of other dev work going on esp with their visualisation tool - it's now 7 months since the launch of EndaceVision, there must be a new release in the wings. IT product dev shops aim to release new products/upgrades every 6 months (max).

[edwardt] 02/11/2012 10:25

yet another note from Panmure this morning. pretty much saying Endace are bragging about their product launch..