Endace Share Discussion Threads

[aspex] 01/11/2011 08:10

K, You have got quite close to the info I was going to send you.
;o)
It is interesting that Spencer Greene ex Juniper is attracted to a company just one seventieth (1/70) the size.


edt Rabobank is AAA

[edwardt] 01/11/2011 08:08

a AAA rated european bank on board as a customer? Apart from the EIB are there any left?

[knackers] 01/11/2011 08:03

Confident, no nonsense stuff with all the gauges still very much in the green. This company has great potential underpinned by a unique capability at high throughput line rates. That won't just excite PIs and Int'l investors it will the larger players in the market. Endace would be a tasty wee snack, they need to continue with the newsflow and maintain the SP's momentum at least until the year end to prevent amorous advances. I'm confident that [newsflow] will come...IMHO they still need some help with their channels to market esp in the US. I wonder who might give them a 'leg up'...?

[aspex] 01/11/2011 07:42

The MMs want stock.

[mikepompeyfan] 01/11/2011 07:07

Everything extremely bullish as hoped for. So many good points it's difficult to highlight just one but ...

'Sales pipeline very strong' - They could have just said strong but 'very strong' excites me :-)

[aspex] 01/11/2011 07:05

"the near and longer term growth opportunities for Endace are very exciting."

Says what I wish to hear!

[aspex] 31/10/2011 20:13

Knackers,
Not my field to know but it sounds good.
The BBC GCHQ report was on TV here today.
Just hope the rise is not overcooking the reality in the interims.

I note less than 9000 buys moved the market today. The MMs must be well short of sellers. Logic says sellers would have to be persuaded to come out at somewhat higher prices.

[knackers] 31/10/2011 16:31

And that offer price at 16:27 (I think at £4.95) is the all-time high, Ed
UK Cyberspace conference to look fwd to tmrw, amongst other things ;o)

+ + + + + + + + + + + + + +
In the meantime here's some suitable 'salute' music to acknowledge today's milestone. Gather these guys are still all the rage in NZ isn't that right Aspex? ;o)

To be fair they were - and still are one class act. Possibly the best symphonic rock band there ever was. [Sorry Freddy].

[knackers] 31/10/2011 15:32

Almost ;o) but the MMs have been caught short again (so imminent).

No one willing to sell at these prices. Sharp re-rate signalled by just about every technical indicator.

[edwardt] 31/10/2011 15:13

is that an all time high?

[knackers] 31/10/2011 14:40

Howard Schmidt (US cyber sec co-ordinator): Bi-partisan agreement to "enact new cybersecurity legislation as soon as possible".

Washington Post:

[knackers] 31/10/2011 12:05

...as should this

All play to the strength of Endace's value proposition - escalating threat landscape and the need for 24-7-365 vigilence across super-fast networks.

A confluence of factors are now coming together in Endace's favour:

1. Migration to super fast networks (s/w based solution, standard NICs monitoring woefully inadequate)
2. Need for real-time monitoring and capture/record for compliance, forensics/post event analysis
3. Smartphone and BYOD (bring-your-own-device) popularity
4. Access to Web 2.0/social media tools in enterprises
5. Escalating threat landscape
6. New regulatory/Governance frameworks (to address consumer confidence and protect privatised critical infrastructure in particular)
7. Shift to cloud and virtual environs accelerating
8. Enterprise reliance/dependency on networks to function (brand/reputational risk)

...etc etc

[edwardt] 31/10/2011 11:26

this should stoke things up a bit.

[knackers] 31/10/2011 08:25

Very promising sign. MMs caught short again? I saw there were some lively/sizeable tx disclosures after Friday's close.

[knackers] 31/10/2011 08:12

Yr not alone there Mike! It's all happening. I wonder how the expansion on the US West Coast (Silicon Valley-SJ) will be funded? Progressively or facilitated via a big name strategic tie-up? Certainly the recruitment of someone of Spencer's calibre will not have been done without very good reason ;o)

Did you see that those new 100gb/s Endace Extreme single instance racks are 31U by 19inch and weigh in at about 370kg! That's a lot of 7000 series probes (more or less filling a single rack). Can't imagine what a comparable solution would be in SWaP terms from the competition - Tipping Point, Juniper, IBM, NetScout...if they had the the IP/intellect to crack 40-100gb/s that is.

Gahter from endace.com that general availability of the Endace Extreme range has been delayed to the early NY. We're getting very warm indeed but be great to get full revenue from those pilot installations into this FY...nwt am quite sure the lion's share of consultancy and assoc dev costs can be taken to profit.

[mikepompeyfan] 30/10/2011 14:32

The only thought l have at the moment is that l can't wait until the interims Tuesday ! Hopefully we will get even more positive details of eda's progress and the current sales being made :-)

[knackers] 29/10/2011 15:07

Mike - just reading that quote from Spencer again, and between the lines seems there's something pretty fundamental here. If Endace's technology can provide a level of transparency and confidence in terms of what's happening on your network - irrespective of its speed! - that's not only very good news for the entity driving content, processes and transactions down the pipe it's also fundamental to the customer's experience (confidence in performance, service integrity etc).

Given the pivotal role the IT network now fulfils in today's enterprise (telco/carrier and Govt agency)...these are the service differentiators of the future. This I think is the 'mainstream' relevance of their unique technology. It brings confidence not only to service providers - but also to consumers/end users.

Confidence in integrity and performance...because it's demonstrable (recorded and measureable). That level of transparency is crucial on so many levels: max visibility, max value, max speed, min MTTR, min risk etc

Any thoughts?

[knackers] 25/10/2011 19:08

10gb/s networking is sooo last year and the implications for network managers are only going to intensify. The opportunity now presented to Endace is beyond question.
Network World: A guide to high speed networking 40-100gb/s

"As with previous speed bumps, capturing and monitoring traffic at higher rates will impose higher horsepower requirements on network management and security systems. The old adage "you can't manage what you can't see" still holds true. In other words, the requirement to see all traffic doesn't go away just because the network got faster.

A migration to HSE (high-speed ethernet) may require upgrades to network management systems and security devices such as firewalls and intrusion detection/prevention systems. Network managers are well advised to check with vendors as to the maximum frame rates their devices can support with zero frame loss.

Another key observation point is the "span" or monitor port capability in many Ethernet switches. This feature allows traffic entering or leaving a switch port (or both) to be copied to another port, where it can be redirected to an external analyzer. Some switches support multiple monitoring instances. In an HSE context, the key question is whether the switch can copy monitored traffic at 40- or 100-gigabit Ethernet line rates with no frame loss.

Even if the switch can support such a capability, there is then the question of whether the analyzer will be able to capture frames in real time. Software-based protocol analyzers are woefully underpowered for this task.

What's needed here is a hardware-based analyzer capable of lossless traffic capture at 40G- or 100Gbps rates. The analyzer also will need much larger storage capacity. At 100Gbps rates, an analyzer capturing 1,518-byte frames at line rate will need to store 750GB of data per minute. At 40Gbps rates, the storage requirement is "only" 296GB per minute, but keep in mind both numbers are only for a single port. Hardware-based monitoring tools often are used to capture multiple simultaneous feeds, each with very significant storage requirements.

A final item in the monitoring checklist is network taps - line splitters capable of HSE rates. Not all network devices have embedded monitoring capabilities, and there are situations in which monitoring can't be enabled for administrative or technical reasons.

In these cases, an external network tap is needed. These are available in copper and fiber versions with anywhere from two to dozens of ports. The key question with these devices, as with all gear monitoring HSE traffic, is whether they can keep up with 40G- and 100Gbps rates without dropping frames.

[aspex] 24/10/2011 10:05

I do wonder if these types of hiring have some hefty options attached.

[knackers] 24/10/2011 09:40

That is quite a hire! Little question/doubt now that Endace have something serious to shout about, and are attracting the industry's best.

[edwardt] 24/10/2011 08:46

looks like they have hired a big dog!

[aspex] 24/10/2011 07:56

Looks like the tempo is increasing. My quote the other day also suggested they are broadening their market targets and deepening the range.

"The company is moving out of its niche of making network probes, and will now deliver all-in-one products that address a number of problems in a range of potential markets."

[mikepompeyfan] 24/10/2011 07:33

Sounds like a very good new appointment today k.

[knackers] 20/10/2011 10:29

Smart Grid cybersec/protection:-

Perhaps another potential solution-in-a-box market opportunity for Endace - Smart Meter Vulnerability Scanning (in real time). Certainly a huge market opportunity - article below also calls for a fabric ('infrastructure') to be installed across such critical infrastructure orgs. Quite clear investment in network security has nothing like kept pace with the desire to install smart tech across the sector. >>Is that the unmistakeable sound of barn doors I can hear being slammed...?