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Technology Stocks : Insignia Solutions (INSG) -- Ignore unavailable to you. Want to Upgrade?

To: El Pobre who wrote (432)	1/15/1999 11:19:00 AM
From: Charles Broderick	Read Replies (1) \| Respond to of 1606

In answer to your question about Insignia. This technology is being sold primarily to USA, Japan,Scandinavia, Germany,United Kingdom,France in that order. It is only being sold direct to Manufacturers and Large OEM's. The traditional Insignia distribution and dealer outlets are not involved, and unlikely to be, until 1 1/2 years when the new product becomes a "box" product. The product is being sold at central Corporate level, to all those companies who are implementing existing and new embedded systems through Java. Wins include not just Quantum but Majors in Telecomms and specifically Internet related business. Several, as I have said before, are going to be announced over the coming weeks, starting in the next fortnight, and because of the significance of the committment to the new users, the sales will involve Several MILLION dollars each. I am not going to list the wins here, but I can tell you they are significant. You can discount the existing Apple (although the UK sold 22oo seats in the last quarter-highest ever) and Unix products, as these are only peanuts in context, and cash flow generative. The target is conservatively pitched at 6/7 JENE wins per quarter, and no estimate is being thought of when the product really takes off except to say that its release in mid-March (after the BETA's) is bang on target....Insgy have had all the virtuality for years, so, much of the development was already done before JENE was announced. In answer to your question about Quantum: REMOTE ACCESS TO STORAGE That's what its all about in their case, and if you add "through the Internet" you begin to see the enormous implications for their product in the Data Storage manufacturing sector, and the increasing demand for capacity, functionality, and communicability which that market demands....with huge Java committment. Remote Access is what Jene brings to the party, its what its all about. I'm still trying to digest my own observations...so bear with me. The methods by which thousands of car depots access data storage and the medium through which they do it. Putting Java into embedded systems in terms of global data management systems.Putting the resources of the Internet at the disposal of Quantum's product developers. Jene turns an embedded device into whatever you want it to be, was how a friend of mine described it. It generates massive new possibilities for existing product situations, opens gates to new product development, and possibilities that were not there before, and the value added, in Quantum's case is the same issue that EMC,SUN,IBM and others face in the drive towards the next generation of storage systems. E-Commerce=Internet=Data Storage=Java=Embedded Systems=JENE! This is both a short and long term share, which I am buying for both gains. Hope I have helped The IrishStorageMerchant!!