BEA Systems (BEAS) - Undiscovered Growth Stock Message Board

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Technology Stocks : BEA Systems (BEAS) - Undiscovered Growth Stock

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To: paul_philp who wrote (2271)	7/23/2002 2:07:43 AM
From: Nadine Carroll	Read Replies (1) of 2477

The J2EE vs. .NET fight is simply the Unix vs. NT fight in newer fashion Well, yes, but now Mr Softie has something to fight with. .NET is a big improvement over ASP pages. When you add in the enforced ubiquity of the platform in a couple of years, it will become the course of least resistance for many. I don't know if .NET can make inroads into the enterprise market, but the SQL Server/Sybase/Oracle experience has shown that Microsoft can certainly chew into a market from the smaller end. Do you know what percentage of BEA's business was NT based last year? Because that's a percentage that Microsoft intends to take back.

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