Bruce: So BEA is a gorilla based upon the analysis elsewhere. Good to hear as an investor in it.
I don't recall saying in my posts that BEA Systems is a gorilla based upon the analysis elsewhere, only that the game that it participates in has been discussed quite thoroughly elsewhere. I would be happy to carry on some of that discussion on this forum.
[(Oh, oh, on rereading you have not said that BEA is a gorilla, only that it is in the "game" re: "applications".
In your view is it a full card carrying applications gorilla, or not?]
Once again, I believe I made the distinction that the game BEA's WebLogic is playing in is an enabling software game, not an applications software game. Think of an OS for a desktop computer as an enabling software game. Likewise, for e-Business applications to run, they need an "OS" or an enabling platform to run upon. It is this platform space that BEA, IBM and Oracle find themselves competing - with BEA holding the largest market share to date. In my opinion, it is too early to 'annoint' any of those three as the 'winner'. That's why I prefer to call them candidates and view the market share of each on a quarterly basis to see if indeed a de facto standard emerges. Yet, it is an important game due to the enabling layer of technology involved. It's also too early to tell if indeed a dominant standard will rule the e-Business infrastructure. If one believes that this is the direction the market must take, then plenty of positives point to the BEA platform at this point in time as being best positioned.
Why then has it not been discussed here?
Don't know, really. In terms of technology and the evolutional move from the client-server based architecture of computing to the web-based architecture, BEA Systems is one of the most important players. Bill Coleman, the CEO of BEA Systems, speaks the lingo of the game and is of course consulted by Geoff Moore's group. If you would like, I could point you to the posts and discussion which lay out the market share and the game.
Gorillas are after all a rare find.
As are true friends, good tenors and the next Jack Nicklaus/Tiger Woods. Too bad we couldn't have invested in the Tiger IPO...
BB |
