There was an interesting discussion over at the NPI board on BEAS: boards.fool.com
Even though Weblogic is based on J2EE, the extensions and other areas that the J2EE standard does not cover has allowed Bea to add their own kind of "Row Level Locking" to their AppServer similar to how what Oracle did in the database market. Here is where I need someone more familiar with this market to explain how important Bea's extensions are. Like how strong of a competitive advantage is this? Microsoft Windows uses TCP/IP and many open internet based standards, yet I know that this isn't where Microsoft gets it's gorilla power. It's the applications, drivers, support, ect..
One has to think that Microsoft is interested in adding open proprietary standards to the internet. Maybe that's what .Net is...still not sure what .Net does
If I was Microsoft I would have bought ICQ a long time ago and kept it only on MSFT products. Bought RealNetworks and pushed ActiveX as hard as I could. That way PDAs/SmartPhones with Microsoft based operating systems would have had an advantage when it comes to internet abilities. Something Palm or Symbian couldn't do. I'd also buy as many OLED patents (a new LCD technology) as I could and only license it to handset companies that would support PocketPC. Also use all those patents Microsoft has to sue my competitors..I'd probably buy Qualcomm and Gemstar too if I was running Microsoft. Have to say i'm a little disappoint that Microsoft hasn't leveraged their OS dominance into the internet or used their vast sums of money to expand their businesses. Seriously, who here would have used Microsoft's 30 billion dollars in cash to enter the video game console market?
Another company that I'd like to get some discussion on is Checkpoint. I don't consider this company a gorilla, but then again I don't really understand what they do either. The reason i'm interested is because this company pretty much is the next best thing to a money making machine. Any reasons why they are so profitable?
Third, is Arm Holdings. It seems like everyone uses their cores. Intel, Texas Instruments, Qualcomm, Motorola, Samsung, NEC, IBM, Sony, Toshiba, Fujitsu, and many others..
arm.com
Could you say that Arm has developed what would be similar to x86 for the wireless world? |