Dan,
I share your views. As an industry insider, I can say that
Visigenics ORB is quickly becoming a de-facto standard, especially
in Java arena, which is why I'm looking at this stock. The price is also good. This is very important for long-term growth but
I don't see much marketing out there.. Do we have a classic case
of "have money, will travel" company here or do these guys plan
to rely on word of mouth (good so far) ? It would be a shame
to see them go down like Gupta (now Centura, CNTR; I am eyeing
that stock as well).
I would also like to know more about competition. There was a very
good URL posted in this thread that had a "report card" on all
ORB vendors. The report card itself gave low marks to all vendors and justified its rating with a comment "this technology is still evolving". There was HP, Iona, Digital, VSGN and someone else.
I would write off HP right away (on a basis of very long experience
of dealing with HP), Digital -- never a player in software arena,
especially CORBA, Iona - now we're talking. Sun is also trying to
wiggle their way into Java/CORBA market with JOE.
Comments ?
Alex. |
