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

To: Dinesh who wrote (21591)	3/28/2000 1:04:00 PM
From: Mike 2.0	Read Replies (3) \| Respond to of 54805

I believe Computer Associates' business model is anything but providing adapters for Legacy to New Economy. CA does have a product called Opal which allows you to build thin client GUI accessing legacy screen views. INTF's products (based on a quick scan of their website) appear more robust. Of course you are correct that Unicenter is CA's bread and butter, with huge pigpile of sundry acquired castoff applications accounting for the rest. Sort of the Waste Management of tech :-) Cheers Mike

To: Dinesh who wrote (21591)	3/28/2000 2:52:00 PM
From: Mike 2.0	Read Replies (2) \| Respond to of 54805

Re:INTF (No threadbloat this time DownSouth-don't you go disrespecting me :-) I do not think INTF is in a "low tech" business; in fact the screen scraper technology like CA's Opal and others are probably an apples to oranges comparison to INTF. It sounds like INTF has more in common with output mgt. and/or EBP (Elec. Billing Presentment) technologies than anything else. Plus they have a very robust data stream conversion capability. Perhaps comparisons to intelligent output companies like Optio are most appropriate of all. In any event, output mgt. software such as Optio and output/EBP "hybrid" (?) like INTF fall into an interesting niche, but nevertheless only a niche, where we will find healthy chimps (a viable play per TFM) but nevertheless no gorillas. Ditto for EBPP technology...even less interesting IMHO, as I discussed with project hunt manager chaz. FWIW.