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

To: Emec who wrote (11212)	2/16/1999 8:38:00 AM
From: Starduster	Respond to of 15094

Excellent Article David. Thanks. Eventually HDIE and Middleware will become VERY well known.. >G<

To: Emec who wrote (11212)	2/16/1999 8:39:00 AM
From: Charliss	Respond to of 15094

From The Street.Com.....interesting perspective that leads one to consider that maybe the time is right for small/mid caps.... The market's ability to make fools of us can never be underestimated. Just think, if I were to tell you that Yahoo! (YHOO:Nasdaq) could be cut almost in half or that Amazon (AMZN:Nasdaq) would drop precipitously, wouldn't you automatically conclude that the whole market would get swept down with it? Monday, when I guest-hosted on Ron Insana's show with the always terrific John Bollinger, John repeatedly pointed out how the deflating of some of the Internet did not lead to thermonuclear war for the rest of the market. (The Cramer-Bollinger mutual admiration society, by the way, was formed by me, not John. I learned about this game from watching FNN when Bollinger used to come on everyday and talked about how to understand the market. The reason why we are so in synch is that I regard him as one of my teachers, even though I have never met him. His work is persuasive, right and intelligent, and it has had a huge impact on me and the better part of my trading career.) Now I am thinking that the same thing is going to happen with The Stocks Everybody Loves, or TSEL. Yep, we are seeing cracks in TSEL. Dell (DELL:Nasdaq) gets knocked over by a feather, an analyst number cut. Cisco (CSCO:Nasdaq) trades awfully. Intel (INTC:Nasdaq) is hostage to whoever whispers last. And I am long these stocks! Can you imagine what the bears are saying! But contrary to what everybody would believe, I think this defrocking of the leadership might be good news because it could lead to other sectors and other stocks doing well. We have all played TSEL to the hilt. We have taken the multiples about as far as they can go without being Japan 1989. We have embraced the cult of management personality to the point where if one of the top honchos of TSEL were to leave or fall ill, it would take the whole company's stock down with him. So, I think the big surprise of this current move is that when The Stocks Everybody Loves get hammered, other stocks will not follow this leadership. In 1990 we had similar parabolic moves in a handful of companies. It was mania-like, although not to the degree we have seen in the last few years. But Bristol (BMY:NYSE) and Abbott (ABT:NYSE) went straight up everyday. Again, there were just a handful of stocks leading and no one following. Then the Gulf War broke out and the leadership got hit along with everything else. But out of the chaos came the great bull market we are in now. Unfortunately, this bull market has gotten way too narrow. We need to see people willing to leave big-cap growth and find other names. That's what is happening now. If you are long TSEL, do you have to abandon ship? As always, I can only tell you what I am doing. I have scaled back my positions in TSEL. I have cash on the sidelines. And I am awaiting a leadership switch to less inflated stocks. In the meantime, if TSEL keeps ramping, I will make some money -- I have out-of-the-money calls on almost all of these stocks. But if it gives up the ghost, I will still be in the game. That, after all, is what counts.

To: Emec who wrote (11212)	2/16/1999 9:53:00 AM
From: Jolie Renee	Read Replies (2) \| Respond to of 15094

Hey, that is a great article - and helps in a way where HIE's current PR firm falls short - what the hell is middleware? Yes. I especially like the following paragraph: Watch the big companies like IBM and Microsoft, but the smaller mid-sized ones like Interlinq, CrossWorlds Technologies, New Era of Networks, Extricity and Healthdyne Information Enterprise warrant at least some scrutiny as well. Chances are good that when the Middleware lovefests are over at the end of this month, the term will make no more sense to most than it does now. But investors can be sure that the Web is quietly nudging the market along. Many of HIE's competitors (as listed on messageq.com) are not public companies. I'm not sure about Interlinq, CrossWorlds or Extricity - and if they are public - what are their PEs?) Gotta run.

To: Emec who wrote (11212)	2/19/1999 8:31:00 AM
From: Starduster	Respond to of 15094

David, I'm mentioning this article again, as I really liked it... >G< Bullish article on middleware and HDIE gets mentioned By Susan L. Thomas, Bridge News San Francisco--Feb 10--In a world where Internet stocks cause investor whiplash, poor Middleware can t even seem to turn an unfamiliar investor's head. It can claim no dotcom and typically its most ardent followers mumble through explanations of what the software actually does. * * * No matter. This month is already proving to be a veritable lovefest for various Middleware companies and the investors who track them. Beginning last week with a slew of announcements at Iona Technologies' Iona World 99 conference, continuing through the Giga Group's Enterprise Application Integration Conference, and BEA Systems' user conference later this month, Middleware promises to thrust itself into the spotlight whether the Web types understand it or not. In fact, apparently like everything else, it's the Web that may even give Middleware the respect some feel it deserves. Businesses are hungry to take advantage of Web-based commerce, and integrating their existing throng of hodge podge software with not only new software but the Web is becoming essential. Iona Technologies calls itself "the world leader in Making Software Work Together." Put simply, that's exactly what Middleware technologies accomplish. In it various forms, Middleware lets the numerous and very different applications running in a business work together. For its part Iona trumpeted its "middleware vision" last week, and unveiled the latest release of its Orbix 3 CORBA middleware product, and a suite of integrated enterprise middleware products called Orbix OTM 3. It even announced the acquisition of a U.K-based business called EJBHome Limited, which develops Enterprise JavaBeans components. To be certain, the product releases seem to be quietly cascading out as of late. Software Technolgies Corp., a privately held company, this week also released a new product called DataCast as part of its DataGate product suite. It was developed and deployed at Europoean financial institutions and combines middleware messaging technology and IP Multicast technology, giving what the business says are "real-time" capabilities suited to the financial services industry. Also just this week Eastman Software Inc. announced it's now shipping its COLD 3.1 product which boasts souped up Web features. The middleware application server is designed to link Web browsers and information from disprate internal systems into either customer service or internal applications. These middleware companies aren't going it alone either. This week Active Software Inc. announced a partnership with MCI WorldCom's technology services company. Active Software's ActiveWorks Integration System will be used for MCI Systemhouse's EnterpriseConnect, a new service suite that features enterprise integration packages for its customers. Active Software by the way announced late last year that the company had garnered an undisclosed investment from Intel and that it would be working with Intel to optimize its software for the Pentium II Xeon processor-based servers as well as the upcoming IA-64 servers. The teaming up continues with a recent announcement from TSI and PeopleSoft. TSI will work with PeopleSoft to offer its Mercatour Enterprise Resource Planning integration product to the PeopleSoft market. What that means is that users of PeopleSoft's vertical human resources application, for example, can access Web applications or other databases and disparate systems. Level 8 technologies too commenced a tender for of 35 cents a share for all outstanding shares of Sheer Technolgioes Inc. last week. Sheer Technologies is a consulting and application development company. Partnerships such as these could become more frequent, as more businesses want to extend their vertical applications out to their suppliers and partners over the Web. The Web, to no one's surprise, certainly will drive the Middleware and so-called "enterprise application integration" markets. Look no further than IBM, which late last month announced it is expanding its MQ Messaging Middleware to make it more Internet friendly. Speaking of the Web, a new Web site sponsored by IBM and Candle Corp. called MessageQ.com launched Tuesday with the explicit goal of providing all the information possible on Enterprise Application Inte gration, which includes the middleware market. According to released statement about the site, industry analysts believe EAI will generate more than $7 billion by 2004. But for this month just stay tuned. BEA Systems has some major announcements tucked secretly under its cuff for its user conference in New Orleans and chances are its partners in the Middleware arena will follow suit. Watch the big companies like IBM and Microsoft, but the smaller mid-sized ones like Interlinq, CrossWorlds Technologies, New Era of Networks, Extricity and Healthdyne Information Enterprise warrant at least some scrutiny as well. Chances are good that when the Middleware lovefests are over at the end of this month, the term will make no more sense to most than it does now. But investors can be sure that the Web is quietly nudging the market along. End Bridge News tel: (415) 835-7648 Send comments to Internet address equity@bridge.com end Feb-10-1999 12:48 GMT Symbols: US;BEAS US;HDIE US;IBM US;INLQ US;INTC US;LEVL US;MSFT US;NEON