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Technology Stocks : Jacada Ltd (JCDA) -- Ignore unavailable to you. Want to Upgrade?

To: Dale Knipschield who wrote (228)	12/3/1999 12:13:00 PM
From: Steven Messina,L.M.T.	Respond to of 401

Excellent post from the Raging Bull Thread: OK, your company just spend millions fixing its legacy business systems to be Y2K compliant. It's Jan 2000 and you made it over the hurdle - some glitches but what was still broken got fixed quickly. You now need to decide where you will spend your FY2000 systems budget. How? Web, of course. But your whole company is trained in use of your old mainframe order entry, HR, and accounting systems. Your systems staff knows them inside and out because of all the YYYY-MM-DD changes required (incidently its COBOL code!). Your options: (1) Buy a Web enabled ERP like PeopleSoft or SAP. Downside: huge commitment; huge expense in software, training (systems staff and business personal) and consultants; probably won't seamlessly automate your existing business processes. (2) Rebuild your apps from the ground up. Use all the in vogue Web development tools. Lets see, humm.. there's stuff to buy and learn ColdFusion, JAVA, HTML maybe C++ and even a new DBMS. Do you retrain your internal systems staff, hire costly consultants, and does anyone understand these 20 year old business processes to be able to generate decent requirements? (3) Keep your existing apps that actually work, your systems staff understands them, your business people are familiar with the functionality and things continue running smoothly. But here's the kicker... you compliment the old character and/or GUI screens with Web accessibility using JCADA!! Your internal staff and external customers (where appropriate) can access your existing apps via their browser. If you didn't tell anyone, no one would be able to tell that your existing legacy apps are still doing all the work. But in the eyes of the user, your company have a Web presence as-good-as or superior to that of anything else out there. THIS IS WHY JCADA SALES WILL EXPLODE NEXT YEAR.

To: Dale Knipschield who wrote (228)	12/3/1999 12:28:00 PM
From: Steven Messina,L.M.T.	Read Replies (3) \| Respond to of 401

One more... I think the weakness for JCDA is short term - it is an internet infrastructure play: making software to enable net application to access legacy systems such as IBM S390 and AS400. It is not as "sexy" or "obvious" as ebay or amzn. It is also not understood by most. How many people know that S390 is the IBM's flagship mainframe and AS400 is the mid-range machine. How many legacy systems are out there? Tons. They won't be thrown away and never will. New development will probably not be done on legacy systems buy enhancement will because of all the valuable data. How much data are stored in those systems over the past 20 years??? Now JCDA comes into play because its products enable new net applicatiosn to access legacy system. The recent announcement of the Federal govt's contract is a good testamony for their technology. Most of the large and medium organizations have S390 and AS400 so they are potential customers. That's also why JCDA has a close relationship with IBM. It's a matter of patience. I expect with the January efect and the 401K money, will test new high after the new year.