Greg, your logic on this topic is too simplistic. There will not be just one winner in the Internet space, just like there currently is not one Internet stock that is winning on Wall street.
IBM will be a major leader in the E-Commerce technology Solutions, MSFT will win the minds of those that have been brainwashed a year+ ago that they will eventually provide a solution for these poor souls. NOVL will be a winner in providing the industry leading Keystone DS for the Internet.
I can tell you that several areas of IBM are looking very seriously at NOVL's NDS and IBM's customers are coming out of the woodwork and asking for NDS enabled solutions. IBM has recently made public announcements to use NDS for Tivoli, OS/390, and AIX. IBM also likes that NOVL sees the same standards direction that IBM sees (JAVA, CORBA, LDAP, etc.).
Finally, NOVL's President&CEO, VP of Corporate Marketing, and even BOD are Internet believers and related technology founders from SUNW. They all have a complete commitment to the Internet and Open Standards. This is 10 fold more commitment than MSFT has. MSFT is extremely nervous of commiting to these open standards because their prevous success is completely based on the fact that they could control and monopolize their own proprietary standards. If anyone swayed from these standards, they risked having a failed IT strategy. With the open standards that MSFT is now forced to adhear to, the customer is not blackmailed into only implementing MSFT solutions.
So, I have to disagree with you on many of your points. I do agree that IBM and a couple others will float to the top as Internet leaders, I think NOVL will be one of them, as will Oracle, SUNW, MCI, and a few others. MSFT will be a player too, but they have a TON of Internet cleanup work to do on their products which will take time and time is not a component that can afford to waste much longer.
Toy |
