Network Engines (NENG) Update
For interested investors in NENG, who might be worried about the company´s reliance on Microsoft security products, we think the following articles, regarding Microsoft´s acquisition of Whale Communications and the expected release of ISA 2006, will be of interest.
Click Here for a press release from Microsoft.
Click Here for an article from InfoWorld.
Click Here for an additional release issued upon the completion of the Whale Purchase.
Click Here to learn about ISA Server 2006, a key component of the NENG Investment Thesis.
Some things to think about: Will NENG make the appliances based on Whale´s software? Don´t some of the statements in the last press release from Microsoft sound very similar to the planned managed branch offering of Getronics and NENG?
And a final quote from Microsoft: "We are also working with our OEM partners to release an updated Whale and Microsoft ISA Server 2006 appliance, which we plan to bring to market in early 2007. At the same time, we will be integrating Whale technologies into the next release of ISA Server itself (after ISA Server 2006), with the intent to release shortly after Windows Server codename “Longhorn.” This new release will fall under the new Microsoft Forefront brand of security and secure-access solutions."


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