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

To: Mike Buckley who wrote (31961)	9/21/2000 12:13:27 AM
From: sditto	Respond to of 54805

<<Isn't E. A. I. one of the basic forms of middleware? And didn't Moore write in both manuals (I'm out of town) that middleware is NOT the space of a gorilla game?>> On page 147 of TRFM Moore describes middleware as "problematic" because "it has yet to be legitimized into its own category". Some categories of middleware may be gelling and EAI is probably one although I'd like to hear Moore expound on who he thinks has architectural control. In my mind, the bigger "middleware" opportunity is with companies like ITWO who are becoming, as Bruce Brown said in an earlier post, the "Intel inside of B2B". I know this is a stretch of the traditional middleware definition but many of the B2B companies such as ARBA and CMRC could be considered inter-enterprise middleware or even industry operating systems. We need to analyze them in much broader terms than simply B2B applications because their grip will be deeper and tighter like that of an enabling technology.