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

To: Mike 2.0 who wrote (21622)	3/28/2000 3:06:00 PM
From: Mathemagician	Read Replies (2) \| Respond to of 54805

I would like to emphasize that INTF is not an EBPP company. They are an L2i company. L2i is not a niche. It is a large and profitable market that includes (but is not limited to) ESP to web, wireless, and handheld devices. Though INTF has a quality EBPP product, it is generally viewed as more of an opportunistic revenue generator for them. Their products enable much more than "just" EBPP. Also, I disagree with the idea that EBPP is uninteresting. I believe it to be a gorilla game, but remain open to suggestion. The architecture is necessarily open and proprietary. Switching costs for issuers, banks, and customers are high as well. In addition, Killen projects it to be a $32 billion market by 2005. Nothing to sneeze at. M

To: Mike 2.0 who wrote (21622)	3/29/2000 1:30:00 AM
From: Dinesh	Read Replies (1) \| Respond to of 54805

Mike2 I just read Mathemagician's report on INTF. it does seem to be more than a screenscraper. One, seemed like a low barrier to entry there. Also, no evidence of a lock - low switching costs too. Of course this is all speculation on my part. Two, premise that most mainframe reports are coded to a printer device seemed flawed. Mainframes are nothing if not sophisticated machines and they grock device drivers. In that respect, INTF smells like a device driver. Either you scrape the output (screens) or build output (driver). Three, I still think CTXS will eat their lunch. It's a very focused competitor. Letting the device mfr do the job of adapting. It failed to penetrate my comfort zone. But, nice price run up. Awshucks! Regards Dinesh