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Technology Stocks : Healthcare.com Corporation (Nasdaq: HCDC)was [HDIE] -- Ignore unavailable to you. Want to Upgrade?


To: Gone_Fishing who wrote (6730)12/12/1998 8:07:00 PM
From: Starduster  Respond to of 15094
 
To: +David Sheridan (6728 )
From: +Gone_Fishing Friday, Dec 11 1998 2:38PM ET
Reply # of 6752

Nice find, David.

OM3 as you know is the Object Oriented Message Broker that came through the HubLink acquisition. Although OM3 and Cloverleaf both share a lot of common space, there are significant differences in design, target users, market segment, etc. Cloverleaf enjoys a large world wide user base, where OM3 hasn't been in the market all that long, but over time could eclipse Cloverleaf in user base...however it has a long way to go at this point. Both technologies have their advocates and this only better positions HIE then most, for the today and the future.

Henry Ford realized that people would want cars, it took him a little while to come to the conclusion that they wouldn't only want black ones...thus it's good to offer consumers a choice. This permits HIE to address the needs of more users, depending on the demands or requirements of each situation, sometimes even within the same customer shop.





To: Gone_Fishing who wrote (6730)12/13/1998 2:20:00 PM
From: Emec  Read Replies (1) | Respond to of 15094
 
New Article. I love it!

12/10/98
Computergram International
ComputerWire Inc.



Investment bank Credit Suisse First Boston thinks that New Era of
Networks Inc is going to set the pace in the fast-emerging enterprise
application integration space. In that context it's no surprise CSFB
stepped up to manage Neon's second offering of 4.4 million shares,
which rasised some $150m (CI No 3,542), but its prize asset is its OEM
deal with IBM Corp. Of the other contenders, CSFB thinks both TSI
International Software Ltd and BEA Systems Inc are going to face some
big challenges in keeping up with Neon, although it points to TSI's strong
ties to SAP R/3 which should carry it through. Vitria Technology, Active
Software and private companies such as Candle Corp and others are in
the running though it remains to be seen whether they'll go it alone or
establish partnerships. In the meantime, erstwhile Silicon Valley darling,
CrossWorlds Software Inc is giving many industry- watchers and
market-makers the impression that its business is on the ropes before it
even gets going judging by the calls we've had and the growing list of
resumes being circulated outside the company. Its recent round of
lay-offs was supposedly many more than the 5% it claimed, according to
insiders. Market researcher AMR reckons 40% of the $40bn spend on
enterprise applications is going to integration. That's a whopping $16bn.
Interestingly, Neon recently cited Georgia company Healthdyne
Information Enterprises (HIE) as an adversary likely to compete
directly with it, rather than BEA, TSI and CrossWorlds. The healthcare
ISV is heading to the financial markets with its Cloverleaf messaging
application. As investment banks have sought to integrate their legacy
systems, HIE has targeted what's becoming a booming market to provide
securities firms with middleware to enable banks to route and reformat
messages between different systems and applications. HIE reportedly
landed European deals with WestLB subsidiary Panmure Gordon and
Poland's bank Handlowy. It is also said to be integrating Cloverleaf with
the DST portfolio accounting system.




To: Gone_Fishing who wrote (6730)12/13/1998 2:21:00 PM
From: Emec  Read Replies (2) | Respond to of 15094
 
The key part of the article. Just what is NEON worried about?

Interestingly, Neon recently cited Georgia company Healthdyne
Information Enterprises (HIE) as an adversary likely to compete
directly with it, rather than BEA, TSI and CrossWorlds. The healthcare
ISV is heading to the financial markets with its Cloverleaf messaging
application. As investment banks have sought to integrate their legacy
systems, HIE has targeted what's becoming a booming market to provide
securities firms with middleware to enable banks to route and reformat
messages between different systems and applications. HIE reportedly
landed European deals with WestLB subsidiary Panmure Gordon and
Poland's bank Handlowy. It is also said to be integrating Cloverleaf with
the DST portfolio accounting system.



To: Gone_Fishing who wrote (6730)12/13/1998 3:15:00 PM
From: Emec  Read Replies (1) | Respond to of 15094
 
The other key. We are in a pretty bug space

Market researcher AMR reckons 40% of the $40bn spend on
enterprise applications is going to integration. That's a whopping $16bn.



To: Gone_Fishing who wrote (6730)12/14/1998 4:32:00 PM
From: Emec  Respond to of 15094
 
Also mentioned in the ComputerWire article is a deal with WestLB subsidiary Panmure Gordon. That is one BIG outfit!

panmuregordon.com