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

To: Charles T. Russell who wrote (10776)	1/28/1999 3:07:00 PM
From: Chris Custine	Read Replies (2) \| Respond to of 15094

This industry is just beginning to mature, so it is really hard to tell what will happen. I don't think anyone will get a chance to secure another close-knit partnership like NEON did, but I don't think IBM is going to acquire NEON either (the HIE agreement among other things, re-affirms this in my mind). I'm not concerned about any of the IBM/NEON noise affecting HIE. As the EAI and messaging markets continue to grow, there will be plenty of business to go around. If you notice in the new IBM announcements, they are making special efforts to accommodate the NT platform (COM support and NT OS specific features). This tells me that they are seeing more deployment on the smaller platforms and are going after these sales. The potential volume of sales for the NT platform is much higher than the Unix and Mainframe and a lot of companies are starting to integrate their NT based client-server systems with their Mainframe systems. Think about the ratio of NT servers to Mainframes in a large corp. So that brings me to my theory: It is the low-end platforms (specifically NT) that will drive the upcoming sales explosion of messaging and EAI due to NT's widespread deployment. I think HIE has an outstanding technical implementation on the NT platform (as a middleware software developer, OM3 absolutely gives me WARM FUZZIES!) so I have high hopes for the future of their products.