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To: rudedog who wrote (154295)	2/24/2000 6:49:00 PM
From: stockman_scott	Read Replies (1) \| Respond to of 176387

rudedog: Thanks for sharing....It seems like some of those 'experts' and 'analysts' don't give MSD and his team enough credit. I sure would not underestimate DELL's potential in the hosting market. Remember they have been making some wise strategic investments in the last few months -- one major investment was putting about $100M in Chicago based divine interVentures (a new B2B internet incubator). This firm is investing in dozens of new high potential internet companies and could easily steer A LOT of business to DELL, IMO. I also feel that DELL Corporation (and CMGI) will make a fortune off their divine interVentures investments --CS First Boston will take the new firm public within the next 6 weeks. Stay tuned. Best Regards, Scott

To: rudedog who wrote (154295)	2/25/2000 12:42:00 AM
From: arthur pritchard	Read Replies (1) \| Respond to of 176387

rude: would you please mention several ASP host applications, which are being implemented right now, at a level large enough to represent critical mass? I am confused, as to where the asp concept will have its primary "practical" (beyond the classroom)impact. And as to whether the impact will be primarily in the business to business area, or business to customer area. And as to whether traditionally HUGE applications like airline reservation systems and telephone/internet message switching algorithms, are/might be included in some definition, of an "application". Also, isn't the entire Healtheon concept, more just an example of one huge industry application/host? In any event, it certainly would help MY brain, if you would either talk a little about this, or refer to some existing material which summarizes this, from a simplistic/practical point of view. Theoretically, there are many many asp's. The reality is, that many potential applications, need so much tailoring, that the concept dissolves, when the thing gets to the point of actually being implemented. Actually, this reminds me of some extremely old ideas IBM had, for common use of application software, which really never had much meat on them, beyond their classrooms. The theory was interesting; but it almost never got implemented without extensive customization. And I am talking about the 1960's. It also feels very close to what Ross Perot had in mind, when he first started EDS based on the similar needs of the various blue cross/blue shield companies. And of course, look at all the common applications' software within the banking industry. So in the end, what the heck makes something worth "looking at" by picturing it as an asp? What's worthwhile thinking about, is which INDUSTRIES will be impacted by this concept. Recently,(in fact in the past year alone) about eight major savings and loan companies in california were merged into Washington Mutual, an out of state savings and loan. In the process several HUGE california companies were eliminated, all together. One absolutely critical reason for all the mergers, was the advanced software held by the surviving host, washington mutual. Who would have thought that companies as large as Home Savings of America, American Savings, Bay View savings etc. in california, would be forced to merge over software issues; but this is actually what happened. Thanks. p.s. I didn't say this very clearly, but I know you can probably figure out what I am really trying to say. Thanks again.