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

To: Boplicity who wrote (21460)	3/26/2000 8:48:00 PM
From: kumar	Respond to of 54805

re web enabled mainframes : mainframe OS's like MVS and the web are 2 entirely different worlds, that dont necessarily understand each other. hence the value of companies that provide a bridging mechanism, whilst the customer decides/implements whichever way they want to go - keep the bridges, or re-invent with client/server, web etc. In G&K terms, I view INTF as an application s/w "potential G or K". RFM pg 193 says "if the category is application software, begin buying in the bowling alley". cheers, kumar PS: I dont have a position in INTF.

To: Boplicity who wrote (21460)	3/26/2000 8:59:00 PM
From: Mathemagician	Read Replies (1) \| Respond to of 54805

Gregory, It is not the machine that isn't web-ready. It is the applications running on those machines. We tend to identify legacy systems with mainframes since so many of them run on mainframes. I can run a legacy application on my desktop. In fact, I have several legacy apps that will not output HTML or any other web-friendly format. Buying a new machines does not automatically rewrite your tried-and-true mission-critical custom applications. This is a very expensive and time-consuming process and many have to be reverse engineered. New machines simply allow you to run old apps better than old machines or even Client/Server. Want proof? Take a look a few posts back regarding Schwab... Message 13285143 ... or this news item detailing the installation of five new mainframe-based e-Markets biz.yahoo.com M

To: Boplicity who wrote (21460)	3/26/2000 9:03:00 PM
From: Thomas Mercer-Hursh	Respond to of 54805

W[h]e[n] you talk about L2i you are not talking about a growing market, you are talking about fixed and shrinking market. I think you are wrong in this, whether speaking of the narrow definition of L2i which applies to INTF or the broader issue of legacy EAI. More mainframes are still being sold. In a few cases, new applications while be put on them that are web-ready, but much more commonly these will continue to be instances of legacy, non-web ready applications, whether or not the system is capable of it. Moreover, we are still at the leading edge of companies figuring out that they need their applications to be web-connected. This will continue to mushroom for some years. We have the demand here to fuel a tornado; I'm just not sure that we have a product poised to take advantage of it.