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Technology Stocks : Novell is Dead. Apple is Dead. Long Live Microsoft!

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To: Mark Finger who wrote (189)9/13/1996 8:05:00 AM
From: Shibumi   of 238
 
Others have answered this at length, I just thought I'd hit where they didn't -- on transaction management. It's been noted that Tivoli is a network and systems management company. I think what you were thinking of was Transarc -- who does the Encina transaction monitor.

Novell wouldn't even have a problem with this -- they sold their Tuxedo stuff to BEA

The other major player in transaction monitor business is NCR with its TopEnd product.

Transaction monitors are a fairly arcane area -- you really don't need one for having over 100 users or having over 10 transactions per second. More important criteria for needing transaction monitors are in heterogeneous environments (legacy and Unix, different Unix's, and so on) and in highly available environments (where you get stuff like "three phase commit" to better ensure that your database is correct.

Lately the folks in this market have been going in two directions: either toward even higher availabiltiy (e.g., BEA and Tandem agreement) or toward declaring that their product is really general purpose middleware (e.g., TopEnd).

Not a very exciting market for investors, in my humble opinion.

Mark
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