Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Revision History For: Enterprise Applications Integration: An Explosive Market

No earlier versions found for this Subject.

Return to Enterprise Applications Integration: An Explosive Market

I know its falling on deaf ears, but I need to voice some opinions anyway.

It is quite clear that several of the software products companies playing in the enterprise applications integration (EAI) space and shooting stars in todays market. Prime examples of the public companies participating include New Era of Networks (NEON) and TSI Software. Check out their prices.

IMHO, there is a very similar opportunity forming for Level 8 Systems who is clearly a key partner with Microsoft. Both IBM and Microsoft have their sites set on carving out a big presence in the EAI space. IBM has a head start with its foundation messaging product MQSeries. AS part of its initiative, IBM has enlisted the help of NEON to fill out its product offerings. Since the announcement of the IBM relationship, NEON stock has taken off like a rocket ship. To its credit, NEON has been executing nicely and growing its business very well (as has TSI).

Microsoft has the same desire to grow a big EAI business. In its traditional fashion, Microsoft looks to be building that business from the bottom up. Microsoft too needs a business partner to fill out its product offerings. The partnership role for Microsoft has fallen to Level 8 Systems.

In calendar 1999, the products from both Microsoft and Level 8 will be coming online. Level 8 is expected to begin its product rollout in January 1999 with the rollout of its messaging product newly outfitted with application programming interfaces that comply to those used by Microsoft for its MSMQ. IMHO, Level 8"s January rollout looks to be the initial round of product offerings into what could be an explosive rampup of customer need for software products supporting EAI with customers whose needs involve applications running on Microsoft's increasingly popular NT 2000 Server operating system.

It is clear today that the EAI market is one of the fastest growing software markets. IMHO, it would look as if this growth has just begun as the roster of customer benefits that will be delivered is long indeed and will take many years into the future to satisy.