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Technology Stocks : Hummingbird Comm. (HUMC) -- Ignore unavailable to you. Want to Upgrade?

To: benwood who wrote (1312)	2/3/1998 3:35:00 PM
From: Dr. J	Read Replies (1) \| Respond to of 2018

Re NFS: For what it's worth, the biggies (like Sun) have been in NFS for a while. A Unix sysadmin relative just confirmed over the weekend that Sun's product (PC NFS) is horrible. There is absolutely no incentive for the Unix companies to produce a good NFS product. The good news is that Symantec, Microsoft, etc. have steered clear of this market. MS could kill HUM by embedding NFS into Win 95 or NT. Their inclusion of TCP/IP and ftp in Win 95 did a lot to kill FTP SOftware. However I think this is an unlikely scenario: they have little to gain by putting resources onto connectivity software at this level of complexity. Data warehousing is a big question mark: it's a very fragmented market right now, and perhaps HUM can leverage their existing customer base t o sell Andyne's products (which I know nothing about)

To: benwood who wrote (1312)	2/3/1998 5:54:00 PM
From: Bill Arndt	Read Replies (1) \| Respond to of 2018

Ben, Please correct me if I am wrong, but I would be surprised if the SUN engineer was talking about the same part of the data warehousing market that Hum is trying to enter. It sounds to me like the engineer was talking about SUN responding to a rapidly growing demand for data warehousing storage and server side capabillity. Hum/Andyne sells software that allows a relatively computer illiterate user to access and summarize vast amounts of data stored in a warehouse and then view the results on his PC. I doubt if SUN has anything to compete with the Andyne product, and the fact that there is such a strong demand for data warehousing platforms would seem to be very bullish for Hum. Bill.