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---------- Forwarded Message ----------
Date: Wednesday, March 01, 2000, 2:35 PM -0500
From: Faulkner Mail Server <mailserver@faulknerinfo.com>
To: ???
Subject: Faulkner Systems Flash 03/01/2000 - (Part 2 of 2)

Financial News 
	 American Management Systems (AMS) posted 1999 revenues of $1.24 billion, a
17-percent increase over the $1.06 billion recorded in 1998. Earnings for
the year were $56.9 million, or $1.34 per share diluted, compared with $51.8
million, or $1.21 per share diluted. Fourth quarter 1999 revenues increased
to $322.2 million from $301.9 million in the final quarter of 1998. Earnings
were $18.4 million, or $0.44 per share diluted, up from $16.1 million, or
$0.38 per share diluted. The increases were in part due to a substantial
increase in business with the federal government.
	 Broadvision settled a suit against Art Technology over alleged
	 infringement of a Broadvision patent for an e-commerce system that eases
customer/supplier communication and business transaction over
computer-driven networks. Admitting no wrongdoing, Art Technology agreed to
pay Broadvision $15 million over the next three years toward a perpetual
global license to manufacture and sell offerings covered by the disputed
patent and related future patents.
	 Perot Systems posted revenues of $1.15 billion for 1999, an increase over
the $993.6 billion recorded in 1998. Net income was $75.5 million, or $0.67
per diluted share, compared with $40.5 million, or $0.42 per share.
	 PSINet reported fourth quarter revenues of $185.4 million, an increase of
97 percent over the $93.9 million reported for the fourth quarter of 1998.
The net loss was $134.8 million or $0.99 basic and diluted loss per share
before the effect of an $88.7 million charge ($0.64 per share) for acquired
in-process research and development related to three companies acquired in
1999. SAP and Germany's Software, a data base software manufacturer,
	 reported plans to sell up to 30 percent of their SAP-SI joint venture in
a May public offering. In an effort to finance US expansion, each company
will sell up to 15 percent of its interest in the initiative via
Frankfurt's Neuer Markt. The venture is involved in the blending of
computer systems for customers such as financial services firms and
automakers.
	 Second fiscal quarter revenues for VA Linux Systems grew to $20.2 million,
while its net loss was $11.6 million, or $0.50 per share diluted. The
quarter was VA Linux's first as a public company. The performance of VA
Linux stock is used by many as a barometer for measuring the Linux market.

Legal News 
	 Informix reported that IBM filed an action against Informix in the US
District Court for the District of Delaware alleging infringement of several
US patents owned by IBM. Informix believes that the allegations lack merit.

Mergers/Acquisitions 
	 Baan reported negotiations to sell the Coda Group, a British accounting
software provider that Baan acquired in 1998. Discussing a deal with UK
applications and consulting firm Science and Systems plc, financially
distressed Baan is asking $50 million in cash for Coda, whose applications
chiefly target the insurance, financial services, and banking industries.
	 CheckFree agreed to merge with TransPoint, the electronic billing and
payment joint venture between First Data and Microsoft. All outstanding
ownership interests in TransPoint, which are held by Microsoft, First Data
and Citibank, will be transferred to CheckFree, and certain joint marketing
agreements will be established, in exchange for 17 million shares of
CheckFree's Common Stock. The transaction is valued at approximately $1
billion. At the end of the transaction, Microsoft, First Data, and Citibank
together will own 23 percent of CheckFree.
	 Computer Associates agreed to purchase Sterling Software in a $4 billion
stock-for-stock acquisition. Sterling shareholders will receive just over
half a share of CA stock for every share of Sterling stock they own. 
	 Computer Associates also agreed to acquire MultiGen-Paradigm, a supplier
	 of 3D visualization simulation technology. MPI will become a wholly-owned
subsidiary of CA, which will use MPI's technology in its Unicenter TNG,
Jasmine, and Neugents products.
	 EDS agreed to buy Captimark, a company that offers services and technology
designed to improve its customers' sales and marketing operations.
Captimark, which targets European customers, will be integrated into EDS'
E.solutions line.
	 Ernst & Young bought a 25 percent stake in Softtek, a Mexio-based software
services provider. Softtek offers software and e-commerce oriented IT
services to large and mid-sized companies.
	 Groupe Bull and Getronics agreed to sell their financial self-services
operations and associated development practices to Diebold. A provider of
automated teller machines and related software, Diebold agreed to pay $160
million in cash for the acquisition.
	 Intel entered into a definitive agreement to acquire privately-held Voice
Technologies Group in a cash transaction. The acquisition provides Intel and
its Dialogic subsidiary with capabilities and features to enable most
leading private branch exchange (PBX) systems sold worldwide to work with
Dialogic's computer telephony server systems and IP gateways.
	 Pushing to capitalize upon Internet opportunities, telecom behemoth SBC
Communications reported plans to acquire e-business company Sterling
Commerce in a $44.25 per share cash tender offer worth almost $4 billion. In
the deal, which is expected to be finalized in late March or during the
second quarter, Sterling Commerce would become a subsidiary within SBC's
Global Markets group.
	 Services firms Whittman-Hart and USWeb/CKS began accelerating their
	 merger, forming 17 internal integration teams and retaining outside
advisors to help with the process.

Online Services 
	 Dell launched a Web hosting initiative to help small- and medium-sized
businesses create an Internet presence. Dell's Web site offers customers a
variety of services related to Web hosting, including Web site design
services and tools, access to Dell PowerEdge servers and PowerVault storage,
and a choice of hosting packages for either dedicated or shared servers.

Operating Systems 
	 IBM reported that it would offer free development software and technical
support to partners who create Windows 2000 applications. IBM's software
provides messaging, collaboration, application integration, data management,
and the development of Java applications.
	 Microsoft unveiled scalability features in the upcoming release of
Microsoft SQL Server 2000 and detailed a technology road map to provide
customers with improved scalability on the Windows 2000 platform. Starting
with Windows 2000 and SQL Server 7.0, the road map continues with the
release later this year of SQL Server 2000, which will allow scale-out
partitioning, which provides scalability by dividing the workload across
multiple independend SQL Server-based servers. SQL Server 2000 beta 2 is
expected to be available worldwide in April.
	 Red Hat unveiled four versions of its Linux implementation, designed to
support Oracle 8i, Computer Associates Unicenter, SAP's R/3, and
RealNetworks' RealServer, respectively. These four enterprise editions are
the first in what is expected to be a series of Red Hat enterprise editions
aimed to work well with enterprise-caliber software packages.

PCs and NCs 
	 Acer introduced the AcerPower 8600 series, a business desktop offering for
small to medium-sized businesses. The AcerPower 8600 comes with a Pentium
III processor with 133MHz front side bus and Rambus memory.
	 Apple introduced three additions to its iBook lineup, including the debut
of iBook Special Edition. Featuring double the memory and hard drive size,
the iBook models come standard with 64MB of memory and a 6GB hard drive.
iBook Special Edition features a 366 MHz PowerPC G3 processor.
	 Hewlett-Packard launched the e-Vectra desktop computer, the first offering
in its family of "e-PCs". The e-Vectra's architecture is designed to
maximize system uptime and reduce the drain on IT resources normally
associated with desktop PC support.

Personnel and Organizational Changes 
	 America Online appointed Dennis Patrick as President of AOL Wireless. His
responsibilities include AOL's wireless strategy and operations.
	 With revenues falling short of goals, KPMG Consulting laid off 350
employees. The recently incorporated consulting unit accounts for almost $2
billion of KPMG's $4.7 billion in annual revenues, but its 20-percent growth
rate is short of the company's 38-percent target. The company hopes that the
lay offs will be a stepping stone to hiring new consultants with a stronger
background in e-commerce.
	 Netscape appointed John Heins as Vice President for Sales and
	 International Operations, responsible for all of Netscape's sales efforts
as well as its international operations. Mr. Heins will report to Jim
Martin, Senior Vice President and General Manager of Netscape Netcenter.
	 Oracle created OracleMobile.com, a wholly-owned subsidiary, to offer a
consumer wireless Internet portal. The portal is based on Oracle's
Portal-to-Go technology platform and offers personalized business and
lifestyle services free of charge. The OracleMobile.com service can be
accessed from Web-enabled wireless devices, such as Web-phones, and two-way
pagers.
	 PSINet launched PSINet Ventures, a corporate venture program. The unit
	 will be funded with approximately $1 billion, which includes the value of
current investments and the value of Internet services for future
investments as well as $100 million in cash. PSINet Ventures will partner
with Internet entrepreneurs through direct minority equity investments
during early- and mid-stage financing. Its focus will be on application
service providers (ASPs), content service providers (CSPs), e-commerce
providers, Internet infrastructure providers, incubators, and other
emerging opportunities. Siemens reported plans to pool all the mobile
	 communications activities within its Information and Communications
segment in a new Group, Information and Communication Mobile (ICM). ICM
will handle all the segment's communications terminals and mobile networks
businesses. The group will take over the operations of Siemens' Information
and Communication Products Group.

Regulatory News 
	 The FCC denied a petition by Internet Ventures requesting the agency to
grant it the right to lease cable channels. Internet Ventures argued that it
should have that right because larger cable companies are required by law to
permit unaffiliated video programmers to lease a certain amount of capacity.
The FCC ruled that ISPs are not unaffiliated video programmers and therefore
do not fall under that regulation.

Security 
	 Hewlett-Packard Company filed a shelf registration statement with the
Securities and Exchange Commission to sell up to $3 billion of securities.
Under this statement, HP can issue debt securities, preferred and common
stock, warrants, and other securities.
	 Lucent Technologies enhanced its Lucent VPN Gateway and remote access VPN
services. The latest version of Lucent VPN Gateway includes the company's
Security Management Server. The service also provides a feature called IPSec
Client connection redundancy, which enables the client to search for a
secondary Lucent VPN Gateway if the primary gateway is not available. 
	 Network Associates' McAfee subsidiary unveiled VIPER, a service that
	 allows service providers to embed the McAfee VirusScan into either Sun
Solaris or Linux-based e-business applications and Internet appliances.
McAfee claims that VIPER (Virus Interface for Protective Early Response)
for Solaris and Linux provides support for HTTP, SMTP, and FTP protocol
scanning. WatchGuard Technologies reported that it will soon offer DSL and
	 cable modem security, in the form of two devices that offer network
firewall and encrypting VPN services. Firebox Telecommuter, for home use,
comes with four ports that users can connect to their computers and thus
gain secure access to the Internet. Firebox SOHO, designed for small to
mid-sized businesses, supports up to 50 users. Five of these users can
access an encrypted VPN tunnel simultaneously.

Outsourcing 
	 Making its initial step into the application hosting market, Dell Computer
launched DellHost.com. Launched through a partnership with ASP Interliant,
DellHost.com targets small and mid-sized companies.
	 ERP giant SAP AG formed a subsidiary that will serve as the company's
application service provider unit. Starting with 50 employees, SAP's ASP arm
will offer software from the company and its partners, targeting small to
mid-sized customers. One of the ASP unit's main goals will be to support
mySAP.com.
	 Santa Cruz Operation (SCO) agreed to offer its professional services to
SuSE Linux customers. UNIX vendor SCO is expanding its presence in the
market for Linux, which potentially is a threat to its business of offering
UNIX-on-Intel operating systems.

Standards and Protocols 
	 Oracle joined the HR-XML Consortium, a non-profit group workign towards
	 the development of standardized human-resources-related XML vocabularies,
which will automate HR data exchange via an industry-wide standard XML data
exchange protocol.
	 PeopleSoft joined rivals J.D. Edwards, SAP, and Baan in collaborating with
RosettaNet, a group drafting new industry standards to enable the exchange
of data among manufacturers, suppliers, and computer buyers online. Member
companies provide consulting, services, and other tools to assist customers
in the deployment of interfaces based upon Extensible Markup Language (XML).
PeopleSoft agreed to a midyear delivery of PeopleSoft Release 7.5, a
RosettaNet-compliant XML interface for its current offerings.

Supply Chain Management 
	 i2 Technologies reported that Tech Data, a worldwide provider of IT
products and logistics management services to technology resellers, agreed
to integrate i2's offerings for inventory management, transportation
systems, and configure-to-order capabilities throughout Tech Data's global
business units.

Network/Systems Management 
	 Agilent Technologies unveiled the LAN Analyzer 3.0 for testing Gigabit
Ethernet networks. This version includes a VoIP plug-in software module,
which enables users to analyze voice traffic over Ethernet-based IP
networks. It also allows them to confirm QoS levels for PSTN/IP Gateways, IP
switches, and IPBX systems.

Web Applications 
	 Computer Sciences Corporation released ePOWERmhs, an application designed
to enable stakeholders to access healthcare policy information over the
Internet. The self-service tool aims to slash administrative costs by
enabling policy holders to access their accounts without the help of
customer service personnel.

Workstations 
	 Dell introduced the Dell Precision Workstation 620. The workstation
incorporates single or dual Intel Pentium III Xeon processors at 733 MHz or
800MHz with a front side bus speed of 133 MHz. Additional features in the
Dell Precision Workstation 620 include two 64-bit PCI slots at 66 MHz, three
32-bit PCI slots at 33 MHz, and one combination PCI/RAID slot.

		 Geoff Keston

COMPANY WEB SITES

Acer	http://www.acer.com/
Agilent Technologies	http://www.agilent.com/
Alliance	http://www.netscape.com/netscape/alliance/
AMD	http://www.amd.com/
America Online	http://www.aol.com/
American Management Systems 	http://www.ams.com/
Andersen Consulting	http://www.ac.com/
Apple	http://www.apple.com/
Art Technology	http://www.atg.com/
AT&T	http://www.att.com/
Baan	http://www.baan.com/
BEA Systems	http://www.bea.com/
BellSouth	http://www.bellsouth.com/
Broadband Office	http://www.broadbandoffice.com/
Broadvision	http://www.broadvision.com/
Brokat	http://www.brokat.com/
Bull	http://www.bull.com/
Cap Gemini	http://www.capgemini.com/
Carrefour	http://www.carrefour.com/
CheckFree  	http://www.checkfree.com/
Cisco	http://www.cisco.com/
Cisco Systems	http://www.cisco.com/
Columbia/HCA Healthcare	http://www.columbia-hca.com/
Commerce One	http://www.commerceone.com/
Computer Associates	http://www.ca.com/
Computer Sciences Corporation	http://www.csc.com/
Dell Computer	http://www.dell.com/
Deutsche Bank	http://public.deutsche-bank.de/
eBay	http://www.ebay.com/
EDS	http://www.eds.com/
empactHealth.com	http://www.empacthealth.com/
Endesa	http://www.endesa.es /
Ernst & Young	http://www.eyi.com/
FCC	http://www.fcc.gov/
First Data	http://www.firstdata.com/
FirstWorld	http://www.firstworld.com/
Ford Motor	http://www.ford.com/
Fujitsu Siemens Computers	http://www.fujitsu-siemens.com/
Geac	http://www.geac.com/
Getronics	http://www.getronics.com/
Gilat Satellite Networks	http://www.gilat.com/
GM	http://www.gm.com/
Groupe Bull	http://www.bull.com/
Hewlett-Packard	http://www.hp.com/
i2 Technologies	http://www.i2.com/
IBM	http://www.ibm.com/
Infineon Technologies	http://www.infineon.com/
Information Builders	http://www.informationbuilders.com/
Informix	http://www.informix.com/
Intel	http://www.intel.com/
iPlanet E-Commerce Solutions	http://www.iplanet.com/
J.D. Edwards	http://www.jdedwards.com/
KPMG Consulting	http://www.us.kpmg.com/
Lucent Technologies	http://www.lucent.com/
Lycos	http://www.lycos.com/
McAfee	http://www.mcafee.com/
Microsoft	http://www.microsoft.com/
Motorola	http://www.mot.com/
MultiGen-Paradigm	http://www.www.multigen-paradigm.com/
mySAP.com	http://www.mysap.com/
National Semiconductor	http://www.national.com/
NCR	http://www.ncr.com/
NEC	http://www.nec global.com/
Netscape	http://www.netscape.com/
Network Associates	http://www.nai.com/
New Era of Networks (NEON)	http://www.neonsoft.com/
Nokia	http://www.nokia.com/
Novell	http://www.novell.com/
Novistar	http://www.novistar.com/
Oracle	http://www.oracle.com/
PeopleSoft	http://www.peoplesoft.com/
Perot Systems	http://www.perotsystems.com/
Portugal Telecom	http://www.telecom.pt/
PricewaterhouseCoopers	http://www.pwcglobal.com/
PSINet	http://www.psi.net/
RealNetworks	http://www.real.com/
Red Hat	http://www.redhat.com/
RosettaNet	http://www.rosettanet.org/
Santa Cruz Operation (SCO)	http://www.sco.com/
SAP AG	http://www.sap.com/
SAS	http://www.sas.com/
SBC Communications	http://www.sbc.com/
Sears	http://www.sears.com/
Siemens	http://www.siemens.de/
Softtek	http://www.softtek.com/
Sterling Commerce	http://www.sterlingcommerce.com/
Sun Microsystems	http://www.sun.com/
SuSE Linux	http://www.suse.com/
TANTAU	http://www.tantau.com/
Tech Data	http://www.techdata.com/
Telstra	http://www.telstra.com.au/
Tenet Healthcare	http://www.tenethealth.com/
Toyota	http://www.toyota.com/
Trilogy Software	http://www.trilogy.com/
USinternetworking	http://www.usi.net/
USWeb/CKS	http://www.uswebcks.com/
VA Linux Systems	http://www.valinux.com/
Voice Technologies Group	http://www.vtg.com/
WatchGuard Technologies	http://www.watchguard.com/
Whittman-Hart	http://www.whitmann-hart.com/
Xerox	http://www.xerox.com/

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Missy Harvey
Computer Science Librarian
Engineering & Science Library
Carnegie Mellon University
Pittsburgh, PA  15213

http://www.library.cmu.edu/usr/missy/

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