To: Crazy Canuck who wrote (675 ) 10/1/1999 11:59:00 AM From: Crazy Canuck Read Replies (1) | Respond to of 895
Part 4 Quotes within the Oracle article which I feel explains why ASI is way ahead of the field Here are some of my thoughts . . . >>Oracle also plans to launch new software integration tools to link back-end applications and data sources to corporate portals<< If Oracle is in it, then they see the huge potential. This tells me that there will be a race soon to get in and dominate this market. This is also why I think Microsoft was so enthusiastic about what ASI was doing. I bet they, and others, are watching ASI very closely right now. >>. . . 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. << So, Oracle and others are just getting into this area. Once again, ASI already has achieved this, and they are out in front of the pack. They have a product that has been tested, and is now in production. This front of the line position will attract many others to want to partner with them so that they can exponentially accelerate their development schedule. When this happens, ASI will be in the drivers seat.>>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. << ASI has already "Been there - Done that". This is why I think Bill Mottrim was brought in as VP-E Commerce. His role is to promote this fact to the world. Once again, there will be a number of companies who will be just getting in to this area, and ASI will have a huge jump on them. Remember, MS has noticed them already! Just so that you don't think that ASI is locked into Microsoft's customer list, you should know that ASI's product line can work on any operating system platform. By the way, I really love the quote . . . "area that is poised to explode". >>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. << So, ASI is one of the first in line (with MS's stellar endorsement) in a market where the low side estimate is $1 Billion for 2001, and a high side estimate is $5 Billion by 2002! Ya, gotta like it. That is why I call it Blue Sky potential. In Summary . . . I am very excited about where this company is going, and the opportunities that are now before them. I also believe that the management team will capitalize on these opportunities. I hope this information has helped many investors (current and potential) to better understand their investment in this company and the tremendous potential before them. I believe that this potential will be realized once the rest of the market becomes aware of who they are, what they have accomplished, and the impact that they are making! Crazy Canuk