SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Gorilla and King Portfolio Candidates
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Thomas Mercer-Hursh who wrote (44836)7/23/2001 8:31:03 PM
From: Judith Williams  Read Replies (1) of 54805
 
Thomas--

Thanks for bringing your expertise to bear on BEA's market and app server technology generally. For some of us, understanding the technology still qualifies as heavy lifting. :)

didn't list Tuxedo as a product...any information on BEA revenues by product line
Unfortunately product line sales are as hard to get at as market share. In annual reports BEA classifies products by generic function (e.g., E-Commerce Server Products or E-Commerce Integration Products). The only place Tuxedo actually appears in the latest annual report or 10K is in the risk section where BEA points out that its revenues depend heavily on Tuxedo and WebLogic sales.

"enhancements" integrated into WebLogic
This phrasing was misleading. The enhancements are not "proprietary extensions" although they are both proprietary and extensions. They are made available as options in the form of JavaBeans, which fully comply with J2EE standards.

cautions...about the youth of the market
Thanks for the heads-up on iPlanet. To some extent, what constitutes a tornado or a gorilla will always have shadings of difference depending on who is drawing the distinctions. There is a subliminal pressure to find a "gorilla" behind any Hunt. Coming up empty handed or with a maybe is rather like going on a quest and not discovering the grail, just some clues.

But it would hold us in good stead, I think, to remember Mike's constant refrain: Even though you cannot have a gorilla without first having a tornado, not every tornado, proto-tornado, or hurricane spawns a gorilla.

--Judith
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News