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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Lizzie Tudor who wrote (53568)	1/29/2003 8:09:35 PM
From: Mike Buckley	Read Replies (1) of 54805

Lizzie, I know CW is that Websphere wins the app server space, imo that is a little unclear, I don't know what conventional wisdom is but I agree that it's unclear. At that time I thought the big application companies would take this technology [application server] but imo it hasn't really happened yet Based on that comment, I'd be willing to bet that you don't follow the Fool's NPI folder. :) Even so, I think if you examine all the players in the application server space, you'll probably come to the conclusion that those who were strong in that space at the outset of the recession in IT spending became relatively stronger at the expense of those who were weak in that space. If Paul or Thomas want to speak to that, either of them (and probably others) can do a far better job of getting into those details than I can. --Mike Buckley

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