To: ChrisJP who wrote (833 ) 3/9/1998 11:56:00 PM From: Novice Bob Read Replies (3) | Respond to of 2232
Chris: Thought I would post a few words. Today I called Jeff B. to get a few questions answered. He was very knowledgeable and had some good answers to my questions. But more so I see what Henley is trying to do by consolidating efforts and growing through acquisitions. There are going to be changes in this industry, the screwdriver shops are going to find it tough to compete because the new technology is requiring higher educated people to set-up and maintain systems. Companies like Gateway are going to find it more and more difficult to handle business computer systems. Networking is were things are going even for small companies and the Network operating systems are not plug & play nor can problems be solved easily over the phone. (every plug and play installation I have attemped has ended in conflicts) I received my education in electronics when 8088 was a new chip just out. Never heard of the internet back then. It did not take long to come up to speed on DOS, machine code, basic lantastic networks, network cards, modems and the such. That ain't the case now days and it is not getting easier. Plug and play, who are they kidding! You need educated people today to sort out Win95 problems and Windows NT doesn't have a smaller users manual than 95. So I feel there is a very bright future in this field today and a brighter tomorrow. I work with some of the original investors in INCA computer (if you have not heard of them, you soon will!) They are aiming for the 2nd time buyers and small business customers on a national scope. They are not the cheapest on a per box price, but they have talented people that can go "on site" to solve problems. Their business plan is really kicking in. They are using the same techniques as Henley to grow, acquire good companies through stock and cash. If you want to play ball with big companies and go for the big contracts, you need talent and a big footprint. I see first hand what Inca is doing, although slightly different market, similar approach. And the opportunity in these fields is only going to have strong growth (IMO) near term. The network people at Inca told me they bill out at $125 per hour, and they have no shortage of business. I also think Henley's timing is very good. Much of the top computer industry talent is being consumed by the year 2000 problem, this is really driving hour rates up (check out the TAVA SI thread). I think we are in on the ground floor, let the momentum traders move on, this is an investment. Robert