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Technology Stocks : Insignia Solutions (INSG)
INSG 14.28+1.7%Nov 7 9:30 AM EST

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To: Luce Wildebeest who wrote (426)1/13/1999 5:33:00 AM
From: Charles Broderick  Read Replies (1) of 1606
 
I have been discussing Jene with 3/4 Core Technolgy end users
over here, two of whom are in Software development in a big
way for their worldwide Corporates. Shooting the breeze, maybe,
but we have to have something to talk about over coffee, my
having asked them to review JENE and its implications for them.
Telecommunications customers have been doing their own thing,
ploughing their own furrow, and none seem committed to any
particular embedded systems startegy or technology, up to now.
The consensus is "they are wide open to the real thing"
Among the issues they face in Ireland, is the cost per line
of program ( alright I mentioned this before!). But lets put it
in context......Fruit of the Loom have just axed 1000 valuable
shirt making jobs, where the cost per shirt in Morocco was
$2 as opposed to $10 in Donegal(Ireland for all you cognoscentii).
If with global communications, the subsidiaries of IBM (for e.g.)
say they have the wherewithall to produce the programs cheaper
over there, say $2 per line as against $10 per line (say),
the IBM boys here will bloody quickly be asking "how can they do it". Cost of
labour maybe but there'd have to be more to it than that......
and then they'd discover JENE...........How's yer Father!!!

Does Insignia fit the bill???

Their comments as regards JENE are interesting and provide an
insight into INSIGNIA@S approach, and in conversation the light
began to dawn on them as to why a company that was on its last legs
last year would sell its Crown Jewels(NTRIGUE to CITRIX)
and they quickly saw it was only to fund the development
of a bigger Crown with Diamond qualities that were"Colour D-
IF Internally Flawless!
The issue that most concerns Telecoms, as an example, is TIME TO MARKET. For too long Concept to Implementation has been the
difference between HI and LO market share. Some of the mobile
manufacturers for e.g. have been losing market because it takes
them too long, not only to get a functional software set to
market, but to quickly and efficiently deliver changed functionality
to retain customer loyalty....Oh Yes.....keeping customers using
your brand of phone is more important than the first time sale..
Time to Market therefore is a function of the time it takes to
write the software, and the TOOLSET that is used to develop it.
This is what JENE is all about, and many here will be aware of the
increasing number of PUNDITS calling SUN and JAVA as NOW a real
threat to Microsoft....centralised computing and distributed
selective scaleable intelligence, among other things....and if
you get a large slice of the developers writing their
proprietary protocols in Java and through JENE...you generate
customer loyalty(defined as "customers caught by the short and curlies). Exciting you...amI?
Of course there are a number of Embedded systems(chip programming!)
technologies around but none that use JAVA with SUN's blessing.
They way that the big Developer companies are taking to the BETA
evaluations of JENE is synonomous with the cost per line of program
produced, the time to do so, but most importantly the time taken
to update and distribute future enhancements and changes.
Ask yourself, what percentage of the cost of every phone sold,
or automobile chipset, does the chipset program development
represent. If Insignia only got .00001 % of that market, it would
yield several million dollars revenue. Now Insgy is not a big
company(yet) and the impact alone would bump the share price
well over $20, based on the shares in issue.
This is no Paper Tiger, and certainly not a pump/dump, this
is real breakthrough technology at work....and while the world
is consumed by huge leaps in web share, Insignia is quietly
plugging away....announcing QUANTUM as a "win" yesterday.
If the look on my Technologist Friends faces was anything to judge by,
their final release of breath said "well if it does that, we'll
have to take a closer look, wont we!!"

Bumper profitmaking is on the way for this baby!!
TheIrishGenie!!
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