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Technology Stocks : INTERFACE SYSTEMS (INTF) GETTING INTO EBPP? -- Ignore unavailable to you. Want to Upgrade?

To: EPro who wrote (938)	2/15/2000 10:41:00 PM
From: David H. Zimmer	Read Replies (1) \| Respond to of 1203

>>Any ideas on what Checkfree-Transpoint merger will do to INTF, if anything? We are dealing at Internet speed here folks and it is good Internet speed. There are several ways to look at the CKFR/Transpoint deal. The publicity surrounding the concept of EBPP will benefit all within the category. As stated in the release, it will drive acceptance and use of the market. But more so, it will allow for the simplification of the decision-making event that drives the model, the consolidator client has but one choice now. The only decision a business customer has to make is whether or not it wants to employ EBPP. I think just about every business customer would say yes and thus, the merger drives the growth faster. EBPP has not been and never will be the primary focus of INTF. ESP and the many enhancements spoken of in the Killen report will drive INTF, leadership being the key to market share. Nonetheless, BlueGill cannot go it alone and there will be a great amount of business from the EBPP side of the world for years to come. Do not forget about BCE Emergis. They are not about to give up the consortium of banks that they have and might very well be looking to acquire an INTF type security to drive their model. It is becoming more probable that they would be a likely suitor but the longer INTF remains public the better for our shareholders. Now what about IBM and ORCL. Wake up call boys. Oh by the way, INTF is there to stand by you old partner, buddy, pal. They are just that and the expected explosion of business from this corridor is vast and endless. It's just getting started and as EBPP catches fire, ESP will as well. We are IBM's bread and butter for merging these distinct data forms. "L2i" is king here and drives the model. Before any platform will accept the data feed, it must be converted to usable form. EBPP to INTF is an opportunity. "L2i" with leadership capacity in ESP is its core strength and its strategy. As TLindt says, its "Stuff", its just "Stuff" put down the pipe and INTF can convert the "stuff" and make it work, now. Of greatest importance is that a prime competitor, BlueGill will be up to its neck in EBPP, internally, and will not be able to fight for share on the ESP side. This announcement further solidifies INTF's position as the leader in "L2i" and the emerging ESP market. The overall visibility is becoming vast and soon, we will be a welcome participant of growth the like of which I have never seen before. I met with Mathemagician last week. To say the least I was impressed, almost as impressed as I am with TLindt. We both shook our heads as we tried to diminish the effects of the calculations which produced true growth expectations. Even though we altered our calculations to a most conservative side, the rates of expansion are almost incomprehensible. This annual meeting is going to be gangbusters. I expect a plethora of announcements to follow which propel the price of INTF well above its most recent highs. There are many new buyers in the markets, a number of which undoubtedly read the Killen report. More read it every day and with this most recent merger, I bet a few pick it up and read it this weekend. Couple that with the annual meeting and the true breakout of INTF onto the marketplace and we have a winner.