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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who started this subject1/3/2001 12:32:08 AM
From: kumar  Read Replies (3) of 54805
 
interesting posers from G Moore on the gglistserv :

(parts not related to GGaming snipped out) :

"...
Finally, I may have already sent one email to the group already on this subject, but in either event, I have another company in my GG sights these days, and that is BEA Systems. (Full disclosure, I have just bought shares in it.) The Chasm Group has done a bunch of work with these folks (but not me personally), repositioning them from being an open systems middleware alternative to IBM's transaction processing architecture to being the infrastructure for e-commerce, and the net of the effort is, I believe, that they are becoming a de facto standard in the e-commerce stack, along with Sun, Cisco, and Oracle. Be interested to have disinterested views on this.

Also interestingly, in this context Sun may be more of a gorilla and less of a king. There computing architecture lends itself to high scalability across tens and even hundreds of processors -- apparently uniquely so. In e-commerce, to get the transaction rates for the high end, the current tactic is to load the entire Oracle database into virtual memory, and this forces the high-scalability requirement. So Sun may be a gorilla on the Net. Thoughts?
..."
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