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Technology Stocks : Renaissance Worldwide (REGI) -- Ignore unavailable to you. Want to Upgrade?

To: Steven L. Marchick who wrote (5)	4/5/1998 1:18:00 AM
From: greenspirit	Respond to of 24

Steven, in the web database development area, Neoglyphics is the industry leader, and yes they are making good money. USWeb has been so busy buying up every other web development company, with the backing of Intel. That they have not turned a profit yet. Not sure about THNK. I'll try and check on them tomorrow. An important point about web database development is that once a company has locked in the customer, the customer rarely fires the developer and goes with someone else. The list of customers that Neoglyphics brings to the REGI table is impressive indeed. Every American car company, Amazon.com, major banks, and so many others. The only industry I believe they have not participated in a great deal is the discount brokerage industry. Amazon.com, along with selling allot of books directly to the public is becoming the wholesale distributor and manager of information for thousands of small to medium size book stores across the country. This is their real strength going forward. Now, small mom and pop stores will be able to analyze massive amounts of information on the book buying habits of the public, and be able to tailor their stores to the needs of the largest customer base. This type of database analysis will be a key tool going forward for many small to medium size companies. In the future, and to some degree it's happening now, I believe business's will lead the way into integrating training through their Intranet sites, HRC development, pay records, and so much more. Not to mention the commerce markets and sales database records. The potential for a company like REGI to give it's customers all the pieces of the technology roadmap are really enormous. Eventually I see a time, after large business's have demonstrated the cost savings and flexibility of training via the intranet. Major colleges and Universities will follow along. Distance learning, an oddity today, will be common place 10 years from now. It's an exciting relatively new industry, one that is sure to grow quite a bit as more and more people around the world get hooked to the net. Michael

To: Steven L. Marchick who wrote (5)	4/9/1998 12:49:00 AM
From: greenspirit	Read Replies (1) \| Respond to of 24

Steven, my impression is that although this sector has run up well lately, it's still at the beginning of a multiyear move. Web database development is not something which is going to go away anytime soon. As more and more people get hooked to the net, the importance of how your site looks and feels will be more and more critical. Similar to television advertisement agencies, Web database development will be the key to the success of a company selling products over the net. There is one big difference which I believe is key to why we should be investing in REGI now. Neoglyphics is one of a handful of companies with a huge lead in contracts with fortune 500 companies. In Television advertisement, switching agencies is not that big of a deal. With Web development, switching web-data base developers is akin to shooting yourself in the foot. I hate to bring up the dark side of this business, but it's a reality that pissing off some of the best HTML wizards in the business could be a very destructive move. Besides, the cost of completely starting web designs with a new company, would probably not be a financially smart move. So the large guys like Microsoft, Oracle, and others are pretty much shut out of this business for quite a while. That is one of the main reasons I believe USWEB has elected to buy all these small development companies vs trying to lure their customers away. If you believe in the growth of the Internet, and would like to participate in a segment which has as close to proprietary protection as you can get. Web database development is the place to be. IMHO. :-) Sorry so long but now I'm on a roll.... The other reason is that corporations are trying their best to use the Intranet as a technological advantage to lesson costs in training. I recently visited a Boeing manufacturing facility and the way they have integrated training via the Intranet is really fascinating. "Just in time training" is becoming as common as "Just in time Inventory". Prior to a worker on a 777 doing a specific task that he/she may have not done recently, they simply click on their computer terminal and access the task via the Intranet. Then they review the procedure for say, 10 minutes, and then complete the task. The development time for this type of curriculum is astoundingly inexpensive vs say all the paperwork and analysis of the past. It's a trend which is only at the very beginning stages IMO. Regards, Michael