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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: David H. Zimmer who wrote (21427)	3/26/2000 4:39:00 PM
From: Thomas Mercer-Hursh	Read Replies (2) \| Respond to of 54805

L2i might have been a somewhat unfortunate seizing of an acronym since, in this usage, it appears only to deal with documents which seem to me to just be the tip of the iceberg of interfacing legacy systems to the internet. INTF might be the dominant player in that market today, but I can't wonder that they might not have some strong competition in the wings. Actuate (ACTU) for example, has provided some nice legacy document facilities in its latest version, but this is embedded in what is almost certainly the most powerful enterprise reporting tool available. I.e., post the legacy report today, re-invent it with improved functionality tomorrow. More significantly, though, while using the internet as a distribution channel is obviously attractive, the more powerful general case is having a new web application interact with legacy systems. This is one of the more typical driving forces in many EAI projects in the last couple of years. To me, that is a lot more L2i than merely publishing documents.

To: David H. Zimmer who wrote (21427)	3/26/2000 5:41:00 PM
From: Seldom_Blue	Read Replies (2) \| Respond to of 54805

L2i" -- Legacy-to-internet. INTF enables the use of mainframe stored information (Legacy information) to be put in a form so that it can be used on the net, desktop or wireless. This is one thing that stops me from investing. The Legacy market is going away by its own definition. How big a market does INTF have? I know the banks are still using the mainframes, etc. But I would expect them to have started moving away from it already. How many years do you think INTF will have before their customers will have fully cutover all of their legacy systems? If this questions is already addressed in the Hunt report, please forgive me. I read it when it first came out, but I do not seem to remember the answer to this question. P.s. For some reason I cannot get to the congressionalsecurities's web page last time I tried. I will try again. Seldom Blue

To: David H. Zimmer who wrote (21427)	3/26/2000 8:25:00 PM
From: Boplicity	Respond to of 54805

Here something that you all might find interesting concerning L2i. When CDNOW decided that they had to expand there biz. in the beginning, they went with an old IBM main frame not a server. I wonder if they are still using it? I doubt it. Frankly way is anyone bothering with main frames anymore? Why wouldn't they just change it out like they should of years ago, to a client server model? L2i would seem, just off the top of my head, to be a limited growth market, much like y2k was, once done it's done. Greg