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Strategies & Market Trends : Market Gems-Trading Strong Earnings Growth and Momentum
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To: Swami who wrote (543)1/4/2001 1:32:45 PM
From: WaveSeeker  Read Replies (1) of 6445
 
There's a pretty interesting battle developing in the middleware arena lately among NEON, TIBX, BEAS, and IONA. Their software is essentially a real-time communications infrastructure that will eventually be a commodity like anything else. TIBX and BEAS seem especially vulnerable because of valuation.

Regarding NEON, if you talk to engineers deploying the product, they feel that it is a pretty strong offering; of course, financial execution is a different matter.

WS
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