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Technology Stocks : New Era of Networks (NEON) -- Ignore unavailable to you. Want to Upgrade?

To: Emec who wrote (171)	11/9/1998 12:05:00 PM
From: ----------	Read Replies (1) \| Respond to of 1222

Thank you for your kind response & understanding. Your mentioning the compensation issue is very relevant, and I apologize for leaving it out of my original post. I've read of several recent litigation/government actions where statements posted on the internet were used as the basis for complaints. You seemed sincere, and as your profile lists you as a barrister <g>, I felt you would most likely understand how the most innocuous statements can be taken out of context. I wish you great success in HDIE. I looked at information on the company over the weekend, and IMO, it does indeed deserve consideration as part of my portfolio. I appreciate your mentioning it. Best Regards, Doug

To: Emec who wrote (171)	11/9/1998 8:41:00 PM
From: fyi	Respond to of 1222

Falling on Deaf Ears by: fyi_fyi 99 of 99 I know its falling on deaf ears, but I need to voice some opinions anyway. It is quite clear that several of the software products companies playing in the enterprise applications integration (EAI) space and shooting stars in todays market. Prime examples of the public companies participating include New Era of Networks (NEON) and TSI Software. Check out their prices. IMHO, there is a very similar opportunity forming for Level 8 Systems who is clearly a key partner with Microsoft. Both IBM and Microsoft have their sites set on carving out a big presence in the EAI space. IBM has a head start with its foundation messaging product MQSeries. AS part of its initiative, IBM has enlisted the help of NEON to fill out its product offerings. Since the announcement of the IBM relationship, NEON stock has taken off like a rocket ship. To its credit, NEON has been executing nicely and growing its business very well (as has TSI). Microsoft has the same desire to grow a big EAI business. In its traditional fashion, Microsoft looks to be building that business from the bottom up. Microsoft too needs a business partner to fill out its product offerings. The partnership role for Microsoft has fallen to Level 8 Systems. In calendar 1999, the products from both Microsoft and Level 8 will be coming online. Level 8 is expected to begin its product rollout in January 1999 with the rollout of its messaging product newly outfitted with application programming interfaces that comply to those used by Microsoft for its MSMQ. IMHO, Level 8"s January rollout looks to be the initial round of product offerings into what could be an explosive rampup of customer need for software products supporting EAI with customers whose needs involve applications running on Microsoft's increasingly popular NT 2000 Server operating system. It is clear today that the EAI market is one of the fastest growing software markets. IMHO, it would look as if this growth has just begun as the roster of customer benefits that will be delivered is long indeed and will take many years into the future to satisy.