Enterprise Applications Integration: An Explosive Market

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Enterprise Applications Integration: An Explosive Market

An SI Board Since November 1998

Posts	SubjectMarks	Bans	Symbol
28	2	0	TSFW

Emcee: fyi	Type: Unmoderated

Introduction Market Data Compact

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.

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Reply	Message Preview	From	Recs	Posted
28	Looks like the NEON train fell off the tracks :<( over the last few weeks --	Mr. Lucky	-	7/13/1999
27	NEON is a freight train. I would not be surprised to see it hit 100 by the end	Emec	-	1/20/1999
26	FYI Related Quotes HDIE IBM 10 1/4 0 +5/8 +0 delayed 20 mins - disclaime	Emec	-	1/19/1999
25	Another EAI website worth bookmarking messagebroker.com Courtesy of David Fur	D. K. G.	-	1/18/1999
24	Here's a site that features some of the web middleware applications. idm.i	D. K. G.	-	1/8/1999
23	Linux and EAI products do not compete in any fashion. Yes, Linux has been gett	fyi	-	12/22/1998
22	good article from InformationWeek. Many players mentioned. informationweek.com	Digitom	-	12/19/1998
21	fyi, Joe HDIE is making a move this week. Joe if you've seen the Stocastics	D. K. G.	-	12/17/1998
20	Most Important Products Of 98: Enterprise Application Integration Software inf	D. K. G.	-	12/17/1998
19	fyi, I'm glad somebody understands the fundamentals about this sector. Th	MskiHntr	-	12/17/1998
18	Joe, My following is just the opposite of yours. The charts are greek to me,	fyi	-	12/17/1998
17	Good evening, fyi, and others. I had a tough time finding anyone who was follo	MskiHntr	-	12/11/1998
16	Level 8 Systems has been strong and gradually moving up since their last quarte	fyi	-	12/11/1998
15	This Special Edition of MQ Magazine gives you the facts about Enterprise Applic	D. K. G.	-	12/10/1998
14	There was a nice announcement today for Level 8 Systems (LVEL) in regard to an	fyi	-	12/7/1998
13	Software Technologies (STC) has a product line that clearly competes with NEON.	fyi	-	12/7/1998
12	I tried a ticker search on STCC and company name and could not locate it.	D. K. G.	-	12/3/1998
11	What do you know about a company called Software Technologies Corporation (Symb	Mr. Lucky	-	12/3/1998
10	Interlinq - INLQ a possible EAI play to consider in the future ? techstocks.co	D. K. G.	-	12/1/1998
9	Updated URL vetx.com this one worked for me. VETX on SI Subject 21370 Any	D. K. G.	-	11/30/1998
8	Well, the answer kinda depends on how one defines middleware. If you consider	fyi	-	11/30/1998
7	A Street.com article - Silicon Valley: The March to Middleware Message 6566753	D. K. G.	-	11/30/1998
6	fyi, for my own personal edification, could you explain to a layman in EAI why	D. K. G.	-	11/30/1998
5	Tarentella is really used for quite a different purpose, and functions totally	fyi	-	11/23/1998
4	See the following links for SCOC's new midleware product: Tarantella Messa	D. K. G.	-	11/20/1998

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