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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Mike Buckley who wrote (53558)	1/29/2003 7:47:08 PM
From: Lizzie Tudor	Read Replies (2) of 54805

I'm confused. Within a particular competitive space, what medium-strong or weak company has become stronger and what giants' competitive position in that same space have become weaker? I was thinking BEA/weblogic became stronger at the expense of the ERPs. I know CW is that Websphere wins the app server space, imo that is a little unclear, but what is clear to me is that when I go into a large shop, they don't really say "we are all SAP" anymore, everybody who does e-commerce wants an app server now and I haven't seen too much traction from Oracle 9iAS or the SAP ITS for anything but running the packaged apps they ship with. In the late 90s, app servers were so fragmented, you had kiva/Iplanet at Sun, weblogic, Websphere, ATG had something, Msft making noise (what happened there?)- the list went on and on. At that time I thought the big application companies would take this technology but imo it hasn't really happened yet. Just thinking out loud here. Lizzie

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