Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Lizzie Tudor who wrote (29099)	7/29/2000 4:39:03 PM
From: Thomas Mercer-Hursh	Respond to of 54805

I will look up conductor. Check out: sun.com for whitepapers on Fusion and Conductor and, in particular sun.com Note in particular, process persistence, triggers, timers, error handling, concurrency control, open component sequencing, failover handling, reliable messaging, publish-subscribe events, and the rich management opportunities in the reporting. I guess it must have been marketing that Forte lacked, as well as being too early time to market with this stuff I suppose that depends on your point of view. For its original development environment I think that Forte has the rather unusual distinction of succeeding in becoming "the one to beat" in the distributed application space before they ever shipped the first product. And as for Fusion, they had greater revenues from Fusion in the first 6 months after introduction than either of the longer term EAI competitors whose whole business was EAI. One can no longer track their revenue growth independently since the Sun merger, but my understanding is that we are still looking at very rapid growth. At the same time, Forte as a whole has been a classic case of the challenges one faces in crossing a chasm when you have a tool that does something that other people don't believe is possible and does it in a way which isn't what the mainstream has decided is the way things are done. Despite a track record of success after success in a domain characterized by project failures using more conventional technology, they are still in the position of having to have an huge educational component in their marketing. Only a small part of the overall market is ready to hear the message, typically because much pain must be suffered first. That part is enough to drive significant growth, but seems not quite far enough yet to fuel a tornado.