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EDA Endace

490.00
0.00 (0.00%)
Last Updated: 00:00:00
Delayed by 15 minutes
Share Name Share Symbol Market Type Share ISIN Share Description
Endace LSE:EDA London Ordinary Share NZNPVE0001S2 ORD NPV
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  0.00 0.00% 490.00 - 0.00 00:00:00
Industry Sector Turnover Profit EPS - Basic PE Ratio Market Cap
0 0 N/A 0

Endace Share Discussion Threads

Showing 2276 to 2298 of 2500 messages
Chat Pages: 100  99  98  97  96  95  94  93  92  91  90  89  Older
DateSubjectAuthorDiscuss
03/7/2012
20:02
Looks like Endace have secured their new products man at their US Sunnyvale office. Ex-Juniper VP Product Mgt for Junos s/w. Top-drawer by the sounds, great addition/compliment to Spencer G. No doubt we'll hear more on this idc.
knackers
03/7/2012
11:30
Tim Nichols presenting at National Security 2012 this morning
knackers
29/6/2012
08:39
Tough love indeed. Given the manner and size of blocks dumped on the market in recent days, redemption calls quite possible, Ed.

We're now looking positively 'cheap' against those US peers.

knackers
29/6/2012
08:16
luckily i don't have to sell which makes me more sanguine. I suspect and kind of hope whoever is selling is a forced seller to meet redemptions. Old adage never be a forced seller in a micro cap stock, you will get your eyes taken out!
edwardt
28/6/2012
17:27
It's gonna be a long old summer, Ed. Best thing prob to take a nice long vacation. The markets are 'orrible just now.

The fundamentals here haven't changed one iota nor for that matter has the market requirement for Endace's tech going fwd. Indeed quite the reverse. It'll come back.

I'm sure there'll be a drum-roll of newsflow to coincide with the summer AGM if not before. Some effort to support the share price would be nice...Though hopefully not another office opening! ;o)

knackers
28/6/2012
16:04
knackers - another big seller - could be tin hats for the time being,.
edwardt
26/6/2012
21:39
Re drag on the price - absolutely, we'll find out exactly what was agreed with tomorrow's open. Certainly looks off market, we've seen these Inst'l transactions outside the bid/offer before.
knackers
26/6/2012
20:00
The 200k reported today could have been a drag on the price.
Was it an off market transaction that had to be reported once consumated?

aspex
26/6/2012
14:17
Rumours that the Chinese have been raiding BAe's cupboards...probably stripped bare by now. There are disclosure rules and then there are Rules of Disclosure ;o)
knackers
26/6/2012
13:08
i wander who the uk listed company who lost £800m was?
edwardt
26/6/2012
12:15
FT article on cyber threat with M15 chief setting out the cost of cyber attacks on major UK businesses. More than a tad ironic given the UK Govt's decision last year to defer their investment in IDS technology, such as that provided by Endace [cobblers shoes..?]



National brands, critical infrastructure and IP is just as vulnerable as the digital assets of major enterprises...The only difference perhaps being the scale and seriousness of that exposure.

knackers
25/6/2012
13:04
NatWest fiasco a very worrying example of poor IT and network resilience as well as poor testing, planning and perhaps levels of IT management competence within the bank. Extra-ordinary that NatWest have attempted to down play impact saying their contract small print protects them from liability for losses from 'technical problems' - whilst their brand and reputation is dragged through the gutter!!

Nothing short of total visibility and appreciation of what happened where, when and how to quickly fix will satisfy public and commercial confidence in major entities and national institutions that rely on their IT infrastructures to do business. On all three counts, NatWest failed. Given the ownership stuctures Govt action may well follow.

Heaven forbid a major cyber incident targeting them!

knackers
21/6/2012
17:00
Quite possibly some of it, Ed. What came across was this intention not to specialise in one vertical (i.e. dive down one particular rabbit hole as it were) i.e. in just APM or VoIP, Latency, cybersec etc. All these areas rely on an analysis of packets captured so Endace would seem to have ambitions along the lines of being a sort of ubiquitous solution serving up 100% of packets for real time and retrospective analysis across all these mkt segments. A bold ambition (and p'haps counter-intuitive marketing approach - typically the marketer will advocate specialisation and focus for max reputational dev and not having to spread mkting dollars too thinly). Clearly friends, i.e. channel partners, will be needed in each vertical stream for this strategy to be really effective - way too much ground for the field sales team and mkting budget to cover!!

So alliance "channel leverage" will be THE big news story this FY. Bagging a few weighty household names would do wonders for the share price ..and revenues ;o)

1. Latency: Interactive Data/7 Ticks, Colt, BT
2. Infrastructure: Cisco, Juniper, Avaya, BT
3. Systems Integrators: IBM, HP
4. Cybersec consulting: Fishnet, M86
5. Video/VoIP: Polycom etc

knackers
21/6/2012
16:06
i suspect the analyst may have been privy to its content! it read well and i thin it should stimulate some buying, but given these markets i suspect not much!
edwardt
21/6/2012
15:17
Wow, a pretty comprehensive and upbeat note on Endace published by Panmure today. Blimey, any one would think they did the Strat review! Why the interest all of a sudden? Looks like they're expecting a little more besides a Non Exec appt to accompany/follow the conclusion of Deutsche Bank's review ;o)

Eyes outside...

knackers
19/6/2012
14:10
Nice of you to put me fwd, Ed but there'll be a good deal more detail behind this review than provided in the RNS ;o). Crucially it provides that independent validation of Endace's technology and strategic "hunch" for where to focus their product dev and marketing efforts going fwd.

I'm sure there will have been some in the senior mgt team (perhaps newbies) saying "Guys, we've got to go after enterprise in the States - that's where it's happening and where we're now most relevant - in the data centre." and others saying "Hmmmm not so sure, let's just stick to what we know and where we're known." (i.e. Govt & FS) The review will have provided that v important enterprise validation. In lawful intercept and latency they're well known but in enterprise are still a relative newbie, so it's now a channel, diretc marketing and prod mkting challenge - hence the hires and new vacancy profiles.

Also I'd expect to see a new product range come out that's more geared to enterprise; i.e. more affordable, reliable and flex/scalable. With Spencer onboard, I'm in no doubt they'll be on the case...

Let's be in no doubt, they're making a bold move here and from these recent Exec appts it looks like there's some heavy strategic lifting going-on behind the scenes. Stand-by.

knackers
19/6/2012
07:39
et
The fact that the SR is out of the way defines the future with more certainty. I believe the recent fall in share price was aggravated by the announcement of the SR.

aspex
19/6/2012
07:05
does it tell us anything we did not already know? I suspect Knackers for one could have written the review and saved them an exorbitant fee!
edwardt
19/6/2012
06:23
The Strategic Review is complete and just reinforces the direction already under way.

Surely a reassessment is due in the price.

Key findings from strategic review
In March this year the Board of Endace announced that Deutsche Bank had been appointed to undertake a strategic review for the Company. The review included an assessment of the options open to the Company both to realise the expanding potential offered by the Company's markets and to drive continued successful growth.
Following the review, the Board has concluded that:
-- Endace has a leading position serving a wide range of blue chip customers in the end markets it addresses. These markets are growing, and offer the Company attractive opportunities
-- The Endace product line has earned a strong and global technology reputation
-- The greatest medium term opportunities for Endace lie in: - the development of its presence in the enterprise data centre market, while continuing to cement its position in the telecommunications and government markets
- a stronger focus, supported by new levels of investment, on the growing United States market; continued investment in Asia Pacific and cautious progress in Europe; with a growing research and development capability based in New Zealand
- focusing our sales and marketing investments on growing our systems sales into the enterprise market, which bring improved revenue visibility through recurring contracts; and
- the continued development of Endace's enterprise-focused channel relationships as a preferred route to market
The Board believes that these findings support the Group's current organic growth strategy. The Board will also continue to assess additional strategic partnerships and acquisitions in order to secure competitive advantage and increase the presence of the Company on a global scale.

aspex
13/6/2012
13:06
Would expect to see alliance tie-ups first, Ed. Deals in the States will follow all idc though after so much encouraging progress in last 12 months painful to see the slide. Instl holders seem happy enough to hold, - and me too...
knackers
11/6/2012
14:07
I would rather say show me the takeover terms but opening a new office would suggest they are planning on going it alone.
mikepompeyfan
06/6/2012
08:22
Correct. Only a handful of vendors can handle genuine 10gb/s throughput environs (now the standard for new/refitted data centres). What makes Endace unique is that they owns the crucial I/O tech (DAG card). Unlike others they can optimise their analysis around that. EndaceVision being a great example.

They recognise that the future is about scaleability, performance/reliability and reducing the cost/entry price of this kit. Endace are looking to help orgs do this real time network performance monitoring/troubleshooting on faster networks and at a much lower cost point in the future. Why wouldn't you want an Endace box on every rack i.e. make it a standard fit...How else do you know your high speed networks are delivering ROI/value, performance, consistency etc

Watch this space.

knackers
06/6/2012
07:18
K,
The bit I noted here is the "treat the cause" as opposed to "the symptoms"
Now correct me if I am wrong but Endace is the only player that addresses, and has the capability to address, that difference in the real world at the speeds of the high end..

aspex
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