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Date: Thursday, July 27, 2000, 3:00 PM -0400
From: Faulkner Information Services <mailserver@faulknerinfo.com>
To: ???
Subject: Faulkner's Systems Flash 07/27/00 - (Part 2 of 2)


Internet
AT&T introduced its WorldNet Service i495. The Internet service features
150 hours of free access, six e-mail addresses, and up to 60 MB of Web
space for $4.95 per month. In exchange for the discounted service,
customers will see a multi-function toolbar that delivers customized
advertising and customer service messages. During registration, users are
assigned an anonymous ID number that is used to track URLs that are
visited. Participating companies target appropriate audiences based on the
Web sites consumers visit.

BellSouth customers can now pay their bills online through the TransPoint
Online Bill Payment Service. Customers can also check the status of their
TransPoint account 24 hours a day, 7 days a week.

Fujitsu PC released a Microsoft Windows CE-based handheld pen tablet
designed for mobile workers in field applications. An upgrade to the
PenCentra 130, the new PenCentra 200 features improved processing power,
greater outdoor viewing, and longer battery life.

ITXC is carrying phone-to-phone calls over the Internet from customers of
RBOCs. The company claims that it is the first Internet telephony carrier
to serve the RBOC market. In previous announcements, ITXC agreed to
terminate calls from Bell Atlantic and Ameritech customers.

To strengthen the recent SBC/Prodigy alliance, all Prodigy sites, including
the corporate website, Prodigy's dial-up site, and the DSL member homepage,
will feature SMARTpages.com, SBC's web-based yellow and white pages
directory. SBC will become the exclusive provider of online directories for
Prodigy.

Sprint customers living in New York City and its surrounding area can now
order their long distance plans and other related services online. By
accessing www.sprint.com/local, customers can research Sprint products,
choose from a variety of plans, and order calling features online.

Sprint will provide its residential customers with the tools to
self-install their Sprint FastConnect DSL service beginning August 1, 2000.
The kit is available free on a promotional basis to new customers that sign
an annual contract for Sprint FastConnect service. The kit includes a DSL
self-install CD-ROM enabled by BroadJump's Virtual Track Installer software
and a standard DSL modem. The software automatically configures the
customer's computer for broadband access and establishes connectivity to
the DSL network. The $45 monthly fee includes EarthLink Sprint Internet
access.


Web Authoring, Web Development Software
Computer Associates reported the availability of COOL:Joe Version 1.1, an
updated version of CA's Enterprise JavaBean (EJB) development environment.
COOL:Joe 1.1 provides a combination of productivity aids with
component-modeling capabilities, enabling the delivery of adaptable
eBusiness services over the Internet.

EDS released its on-demand hosting service for Microsoft products, which
enables businesses to rent Microsoft applications on a per user/per month
basis. The launch establishes EDS as a Microsoft Application Service
Provider (ASP) and makes the service available to business customers of EDS
and its wholesale channel partners.


Network/Systems Management
BMC Software reported the launch of PATROL for Prediction and Capacity
Management, a systems management service that forecasts and corrects
performance issues. This offering from the PATROL 2000 product line
utilizes predictive modeling, which makes it possible to deliver stable IT
performance and meet demanding SLAs. BMC also launched MAINVIEW Prediction,
its updated S/390 performance management service. MAINVIEW Prediction is a
family of three products: MAINVIEW Predict, Visualizer, and Application
Analysis. Predict provides clear and definitive information on how
applications are performing. Visualizer helps identify performance issues
and trends automatically published on the Web. Application Analysis
provides CICS-, DB2-, IMS- and MQ-based application performance details.

Tivoli Systems will ship Ashley Laurent's VPCom client software with its
IBM SecureWay Firewall for AIX to businesses that need direct client
communication with a mainframe, AS/400, or other IPSec compliant gateway.
Ashley Laurent's VPN client will enhance deployment, ease administration
and conveniently integrate with enterprise networks.


Security
AXENT Technologies agreed to add its Enterprise Security Manager to the
Nokia WAP server. With ESM, companies can find and secure Nokia WAP server
operating system vulnerabilities. ESM's centralized management console
customers can assess and manage the security of Nokia's WAP server.

Novell launched the Novell Single Sign-on Bundle and NDS Authentication
Services 3.0. These single sign-on applications are designed to reduce
network support costs, enhance employee productivity, and improve security
across business applications. Both applications run on operating systems
that include Windows NT and 2000, NetWare, OS/390, Solaris, HP/UX, AIX, and
Linux.

RSA Security launched RSA Online, an e-commerce system that gives users the
ability to connect with RSA via a range of Web-based services. RSA Online
is part of RSA's e-business strategy to provide its customers and partners
with interactive, personalized support over the Web. The service uses the
same data base used by RSA's staff to allow users to retrieve information
such as order detail, order history, invoice detail, license information,
and maintenance renewals.

The SANS Institute identified a dangerous security flaw in Microsoft
Windows operating systems. The vulnerability affects those running Windows
95, 98, 2000, and Windows NT 4.0 with Microsoft Office and Internet
Explorer users of HTML-enabled email software. The vulnerability does not
require an email attachment to be opened for the script execute, which can
result in a total compromise of the system's security.


Electronic Document Management
Running Start reported that it added platform support for WAP, XML, and
Java to its ArticleBASE Web content management, dynamic publishing, and
workflow system. The product's integrated WAP and XML support is designed
to enable data exchange with other XML-based programs and Web site access
from any cell phone, PDA, or browser.


Application Software
DataMetrix Inc. released an on- line, GIS-based analysis tool,
SiteMetrixPlus.com. The site provides true dynamic mapping and demographic
information for such businesses as commercial real estate brokers and
analysts, retailers, marketers, and those who need to study specific
geographic areas in the United States.

DMTI Spatial released CanMap Streetfiles Version 3.0 on July 18, 2000. The
latest release of this software has new features and access to upgrades.

Durlacher began its App-X program to develop the infrastructure and
services of the European ASP industry. App-X will have initial funding of
£10.6m ($16m), with private financial investors contributing £10 million
for a 62.5 percent stake. Durlacher is providing £0.6m plus its own
significant minority stakes in two existing ventures in return for a 37.5
percent stake.

GraphOn Corporation released its Bridges for Windows 1.1 software for its
OEM customers. The web-enabling software is available for Windows, Unix,
and Linux platforms as well.

IBM plans to begin a $200 million, four-year effort to promote the Linux
operating system in Europe by forming alliances with Linux-focused
companies and using 600 specialized consultants. IBM hopes to increase use
of Linux as a business applications operating system by making hardware,
software and specialists available at seven Linux development centers. Part
of the Embedded Linux Consortium, IBM hopes to increase Linux's competition
with Microsoft Windows. The plan centers on the company's new European
Linux development centers located in Paris and Montpelier, France;
Budapest, Hungary; England, and Germany.

Macmillan Software reported release Linux for Windows 7.1. The program is
designed to allow Microsoft Windows and Linux Mandrake 7.1 to peacefully
coexist on the same drive.

Microsoft Corp. released a test beta to developers of an update to Internet
Explorer 5.5 that is designed to extend the management of cookies, files
which allow Websites to track users. A public beta version of the patch is
expected within four weeks.

SiRF Technology announced that its SiRFstar architecture will be used in
the new Brunton Multi-Navigator. The Multi-Navigator is the first handheld
navigator that combines GPS with a built-in digital magnetic compass, an
altimeter and a barometer.

SAS Institute's Public Sector group reported a five-year agreement to
provide the US Census Bureau with $16.5 million in software and services
for the handling of legislative issues and the processing of the Census and
other surveys. The deal gives the Census Bureau unlimited access to SAS
technology, including any new SAS products created during the contract
life.


Application Development
Gemplus and Inprise formed an alliance to develop Java Technology. The
companies report that Gemplus will utilize Inprise/Borland's Jbuilder 3.5
to develop Java Card applets scheduled to release next fiscal quarter.

SuSE Linux and Lutris Technologies reached an agreement to combine SuSE's
IT design and deployment products and Lutris's Enhydra. Enhydra is a
Java/XML open source application server designed to provide consulting
services, training, and technical support. The software will be included in
the upcoming version of SuSE Linux 7.0.

TurboLinux, Inc. released TurboLinux Operating System for Compaq's Alpha
systems. TurboLinux is a 64-bit Linux OS designed to run as a server for
the financial industry, ISPs, large production houses and movie studios.


Desktop Systems
Compaq released its new web-based Presario 1200T-566 that is powered by the
Intel Celeron processor. In addition, features include a 12.1" HPA display,
32 MB RAM, 5 GB hard drive, 24X CD-ROM drive, and a 56K modem. The system
can be purchased for $999 over the phone or on the company's web-site
athttp://www.compaq.com/999Notebook /. Also released was a new line of its
Presario PCs, the 5000 and 7000 series. Powered by Intel's Pentium III and
Celeron Processors, the PCs feature a screwless rail designed for easy
removal and upgrade of hardware. Also the PCs include a new Internet
keyboard featuring an e-mail waiting light that automatically wakes up the
PC to notify users of newly received e-mail.

Fujitsu released its HS910, an 8-way PRIMERGY server that is based on eight
700MHz Intel Pentium III Xeon processors. The company reports that the
server is designed for users of Intel architecture PC servers for data
base, data center, and server consolidation tasks.

VistaSource announced an agreement with Comdisco to offer a Linux-based
desktop system. Comdisco will offer a Linux option for its line of
refurbished PCs featuring VistaSource's Applixare Office 5.0. The final
product will be aimed at non-profit organizations.


Super Computers
IBM released a commercial version of it RS/6000 Supercomputer system that
is capable of processing 12.3 trillion calculations per second. The company
reports that the SP uses copper microprocessors, silicon switching
technology, and advanced software. The SP is designed for nuclear testing
and processing the most sophisticated e-commerce applications.


Chip Technology News
Microsoft and Intel released a preview of the 64-bit Windows operating
system for the Intel Itanium processor. The company reports that the
processor is designed to provide developers a preview of the operating
system that can be used in the final stages of the development of future
64-bit hardware and software.

Toshiba released its new 256-megabit series DRAM products. Licensed by
Rambus, the new series operates at 800 megahertz and provides a 1.6
gigabyte per second data transfer rate.


Standards and Protocols
Visa International and Netfish Technologies formed a global alliance,
whereby Netfish software products will use Visa's XML specification for the
Internet to facilitate B2B transactions. Visa's Global XML Invoice
Specification is a multi-vendor endorsed standard, developed by Visa in
conjunction with technology partners Commerce One, IBM, Sun Microsystems,
and ValiCert.


Vendor Services
Caldera Systems released its first computer-based training (CBT) product,
named Quick Start to Linux. The program will run on both the Microsoft
Windows and Linux platforms.

Comdisco reported the launch of its new InTouch Continuity Service for
customer relationship management (CRM). The service will integrate
interactive voice response (IVR), web, and email for corporate call
centers.

Dell Computer Corp. and Baport Technologies released plans to offer Baport
accounting services to Dell's US small business customers though its
DellEWorks program. The services include check writing, invoicing,
inventory, purchasing, general ledger, accounts receivable and payable,
check printing, and financial reporting.

KPMG released its new wrap program, Strategic Investment Services
(STRATIS). The company reports that the program is designed to offer
investment advice, financial planning, and income tax planning to customers
nationwide. STRATIS also provides clients with customized asset allocation
studies, performance reporting, and access to top money managers.

marchFIRST reported its creation of the marchFIRST HostOne iFrame Partner
Program, designed to identify, certify, and support independent software
vendors that develop applications for the iFrame platform.

Qwest Communications International, Inc. released AppXchange, its
infrastructure platform, which is compatible with Microsoft Windows
Distributed Internet Architecture 2000. The platform is designed to allow
ASPs to distribute and share applications in a hosted environment.

SuSE Linux expanded its Business Partner Program of co-marketing and
support programs targeting resellers and ISVs.


Financial News
For the company's third quarter, ended June 30, 2000, Ariba reported
revenues of $80.7 million, a 578 percent increase over revenues of $11.9
million for the prior year period. Net loss was $317.2 million or $1.45
loss per diluted share, compared to a net loss of $11.3 million or $0.21
loss per diluted share. Revenue gains were attributed to growth in demand
for B2B marketplaces.

Be Inc. reported financial results for the quarter ending June 30, the
company rang up a net loss of $5.0 million, or ($0.14) per share, compared
to a net loss of $4.7 million, or $1.11 per share, in 1999. The loss was
attributed by Be Inc. to the availability of its operating system, BeOS,
for a free download.

Implied volatility in options of information technology service provider
Comdisco Corp. rose on Monday ahead of expected quarterly earnings. The
revised earnings consensus for Comdisco's fiscal third quarter is 31 cents
per share. Comdisco earned 26 cents a share in the same year-ago quarter.

For the company's second quarter, ended June 30, 2000, Commerce One
reported revenues of 462.7 million, a 1392 percent increase over revenues
of $4.2 million for the prior year period. Net loss was $43.1 million or
$0.28 loss per share, compared with a net loss of $11.8 million or $0.11
per share. The company attributed revenue growth to increasing demand for
open, global e-marketplace offerings.

Compuware reported that first quarter revenue was $513.9 million, an
increase of 16 percent over $443.1 million last year. Net income was $34.3
million, or $0.09 per share, compared to $92.3 million, or $0.24 per share,
a year ago.

Corio, who filed for an IPO with the SEC in April, plans to begin trading
on the Nasdaq on Friday. Corio intends to sell 10 million shares at an
estimated price range of $11 to $13 per share, and is aiming to raise up to
$50 million in its proposed offering. In a related story, Shares of Corio
rose 33 percent in its first day of trading on the Nasdaq stock market. The
stocks rose to 18-5/8, up 4-5/8 from its higher-than-expected offering
price.

Entrust Technologies reported second quarter 2000 revenues of $29.3
million, compared to $19.8 million a year ago. Net income was $1.8 million,
or $0.03 per share. Including acquisition-related costs, the company
recorded a loss of $28.9 million, or $0.54 per share. This compares to net
income of $871,000 or $0.02 per share last year.

IBM posted second-quarter 2000 revenues of $21.7 billion, compared with
$21.9 billion a year ago. Diluted earnings were $1.06 per share, compared
with 1999 diluted earnings of $1.28 per share. Second-quarter net income
was $1.9 billion, compared with $2.4 billion for the same period in 1999.

Integrated Spatial Information Solutions reported that subsidiary
PlanGraphics generated $3.4 million in new contracts and assignments during
its third quarter ending June 30. This growth represents an increase of 35%
from the prior quarter and 18% over the comparable period in 1999.

Intktomi reported its third fiscal quarter results ending July 20, 2000.
Revenues totaled $61.5 million, over 200 percent gain over revenues of the
same quarter in 1999. Net income was $4.5 million, or $.04 per share
compared to a net loss of $7.7 million, or $.08 per share in 1999.

Intel announced its fiscal 2000 second quarter revenue of $8.3 billion, up
23% from 1999, and sets a new quarterly record for the company. Net income
in the second quarter was $3.5 million, up 98% percent from 1999.

Linux share of the Japanese server OS market grew 666.3 percent last year.
Linux now represents four percent of the server OS market, up from 0.7
percent the previous year.

marchFIRST, Inc. reported that Second-quarter revenues increased 45 percent
to $380.2 million from $262.5 million for the same period last year and 8
percent from $352.0 million from the first quarter of 2000. Gross margin
climbed to 49.3 percent.

ME.net Network Inc. reported that it has received $9 million in a first
round of outside financing. The total investment was twice the initially
targeted amount for the round of financing.

Network Associates reported second quarter 2000 results. Revenue, including
McAfee.com, was $233.7 million, compared to $25.2 million last year. Net
income was $11.4 million, or $0.08 per share. This compares to a loss of
$195.8 million, or $1.41 per share, a year ago.

For the company's second quarter ended June 30, 2000, PeopleSoft reported
revenues of $420.2 million, compared with revenues of $360.7 million for
the prior year period. Net income was $15.9 million or $0.06 diluted income
per share, versus a net loss of $542,000.

SGI announced that, based on its Q2 results, it expects that its fourth
quarter revenue to be in the $525-$535 million range. The company also
expects a net loss that is larger than analysts' expectations.

For the company's second quarter ended June 30, 2000, Siebel Systems
reported revenues of $387.4 million, compared with revenues of $176.7
million for the prior year period. Net income on a pro forma basis was
$54.8 million or $0.22 per diluted share, compared with net income of $24.2
million or $0.11 per diluted share, representing increases of 127 and 100
percent respectively.

Unisys announced its 2000 fiscal second quarter net income of $56.3
million, or 18 cents a share. These numbers compare to second-quarter 1999
net income of $118.0 million, or 37 cents per common share.


Legal News
Compaq filed a suit in the Houston Federal Court against PDE Technology
claiming that the company infringed on Compaq's patents and trademarks.
Compaq argues that PDE technology sells virtually identical hard disc
carriers to Compaq's trademarked "universal carriers." In addition, Compaq
also stated that PDE violated state and federal competition and
anti-dilution laws.


Personnel and Organizational Changes
Arthur Andersen appointed Carl Berquist, former REHSG Deputy Director, to
its Worldwide Director replacing Gary Lenz. The company also appointed
Terry E. Hatchett to the new Office of the CEO position. Richard E.S.
Boulton was named global managing partner for Hatchet.

IBM appointed Samuel J. Palmisano to chief operating officer of the
company. Mr. Palmisano will report to IBM Chairman and Chief Executive
Officer Louis V. Gerstner, Jr. His responsibilities will include managing
IBM's operating units and integrating and accelerating IBM's
next-generation Internet and wireless technologies.

M-Xchange.com, a B2B marketplace designed to match minority-owned supply
businesses with Fortune 1000 firms seeking to increase their minority
contracts, closed down due to a cooling of the B2B exchange trend. The
company had hoped to garner its revenues via transaction fees charged for
supplier/corporation deals, but such fees were reduced to unprofitable
levels due to heavy competitive pressures among B2B hubs. M-Xchange.com
reported that, due to market volatility, it was unable to attract
sufficient venture capital investments to remain solvent.

MimEcom, provider of Application and Infrastructure Management (AIM)
services, hired Darl Davidson as its new Chief Executive Office, effective
immediately. Davidson was previously president of a strategic business unit
at Electronic Data Systems.

Red Hat CFO Harold Covert resigned, effective immediately, to become CFO
and chief administrative officer at high-end server and graphics computer
maker Silicon Graphics. Covert recently joined Red Hat in March, after a
successful stint at Web and print design software company Adobe Systems.

USinternetworking promoted Executive Vice President and CFO Andrew Stern to
CEO, effective immediately. Christopher R. McCleary, the company's
co-founder, will continue as Chairman of the Board of Directors and
Chairman of the newly created Executive Committee.

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