Gorilla and King Portfolio Candidates Message Board

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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: tinkershaw who wrote (45014)	7/31/2001 1:24:38 AM
From: techreports	Read Replies (2) of 54805

I really do like what I'm seeing with BEAS and am very comfortable with it, as one may have been comfortable with ORCL as its game progressed. I certainly don't see BEAS as another Softie, but I do see it with Oracle like potential should it really be the Gorilla messiah us desert starved natives have longed for. tinker, not too long ago, you felt BEAS may not be a gorilla after all, because Schwab used both WebLogic and WebSphere. Obviously, after the countless posts on BEAS (both here and fool) we've all learned much more about Bea and the AppServer market, but i'm guessing your concerns about Bea have fallen? Along with a couple of other addresses ... but even then, I doubt you would have the answer. I think there is a lot to play out in this space that won't be clear for a couple of years. Thomas Mercer-Hursh, just wondering, but do you own any BEAS or IBM? Also, what are your concerns about BEAS. What would you have to see in order for you to classify Bea as a gorilla?

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