To: DRT who wrote (674 ) 10/1/1999 9:59:00 AM From: Crazy Canuck Read Replies (2) | Respond to of 895
Part 3 What is happening within the market place and what is the potential? In one of my first phone calls to ASI, I asked them to forward to me any information that will help me better understand the market. I also subscribe to several business, and Supply Chain related publications. While doing my research on this company, I have come across some pretty exciting articles that point to the growing awareness amongst the big companies of the value and strategic importance of the specific market niche that ASI is focusing on. These articles also helps me better understand this company and its potential. Here is one article that made me sit up and pay close attention. I have bolded the sections that I feel are notable. Note: I have deleted one paragraph where Oracle talks about their portal templates. I did this, as I felt it was not relevant to the discussion. I will discuss the bolded sections in my next post.Oracle Portal Plan Comes in Pieces By Mike Ricciuti, Staff Writer, CNET News.com September 22, 1999 Oracle is hoping to cash-in on the portal craze. The software firm today plans to propose a standard format for building software elements that can be combined to form a single view of corporate information. Separately, as first reported by CNET News.com, Oracle also plans to launch new software integration tools to link back-end applications and data sources to corporate portals. Oracle calls the new software elements "portlets" and is crafting a standard application programming interface for building the elements using most Java-based development tools, said Jeremy Burton, a vice president at Oracle. The portlets can then be stitched together using an Oracle tool called WebDB. Oracle won't propose the portlet framework as a formal standard. Instead the company plans to promote the technology through its developer network and third-party content providers. The new software integration tools, to be announced in three weeks, are part of a bigger strategy to provide so-called enterprise application integration (EAI) software used to link legacy systems, client/server, and Web-based applications, as well as popular enterprise resource planning (ERP) and database applications from Oracle and other software manufacturers. Oracle is wading in an area that is poised to explode, analysts said, driven by the influence of the Internet on corporate applications. Companies are pouring millions of dollars into trying to integrate software that was never meant to communicate with other systems. In turn, the integration software market is mushrooming, mostly to keep up with demand for tools that simplify the process of linking backend systems to new e-commerce applications. Goldman, Sachs estimates the size of the EAI market at about $300 million.But the market is expected to grow at a more than 110 percent compounded annual rate, to reach a whopping $5 billion by 2002, according to the firm. Other estimates from the Yankee Group peg the market at just more than $800 million, growing to more than $1 billion by 2001. In Summary . . . The market that ASI is in (as one of the first in line) is expected to explode. The Big technology firms are just getting into this area now. ASI is already half way up the mountain, and they are being noticed within the industry. In my opinion, investor attention will not be far behind! Crazy Canuk