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Technology Stocks : Brock International (NASDAQ: BROC, the forgotten stock)

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To: Roger A. Babb who wrote (854)11/9/1997 10:04:00 PM
From: Roger A. Babb  Read Replies (1) of 928
 
Investor meeting, Report #3

The NetGain demo was great, very convincing. It really is a big leap ahead. I would guess BROC has a year head start on the competition for the next generation of enterprise SFA products. Key words are net concentric, thin client, TCO friendly. All software resides on the server and client machines need only a browser.

NetGain can be much more than an SFA system, it is an enterprise system which can involve all parts of the company with controlled access levels as appropriate to share all types of marketing, inventory, production, financial and other data bases as well as company news and everything the Internet has to offer. And the push technology gives it dynamic updating.

SFA software has gone through two generations and is about to start the third:

1. UNIX/character based. BROC was a leader in this generation.

2. Client/server. The current generation, good example is SEBL. BROC late to the table and did not compete strongly.

3. Enterprise/network concentric. BROC has big head start to be the leader in this generation. They have the technical expertise and management in place to pull it off.
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