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Technology Stocks : Wind River going up, up, up!
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To: Tim Mak who wrote (9122)1/29/2001 3:55:33 AM
From: lkj   of 10309
 
Hi Tim,

BEA and WIND are in completely different spaces. In InfiniBand, Wind is trying to speed up the transfer rate between the peripherals in servers. This I/O increase will benefit every software maker including SUN, Oracle, and BEA.

WIND has no intention nor ability to move into the enterprise middleware market that BEA dominates, so you don't have to consider WIND as a competitor.

Regards,

Khan

P.S. I think Oracle is going to take a huge bite out of BEA. Its J2EE AS is much faster than that of BEA.
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