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

To: Bruce Brown who wrote (36356)	12/11/2000 6:20:13 AM
From: chmang	Respond to of 54805

Good Morning sir Lyre, I’ve noticed , this week end , that you are investing in BEA systems . I have no particular opinion about this company . I just wanted to send you some notes I’ve taken some weeks ago in a conference from a european consultant in Paris, about IT trends : We are talking here about the market of middleware for web application servers, a hot market of 600 M$ in 1999 and 9 B$ in 2003 ( 97% CAGR) Here are the market shares ( 1999 and projections for 2000) for the major competitors (giga group) : ..............................1999.............2000 BEA Weblogic..............32% .............24% IBM Websphere.............16%................24% ATG...............................5%..............10% Iplanet(sun nestcape).......6%............9% Oracle............................5%...............3% IF I believe these projections , BEA is growing more slowly than the market ( 77 % against 97 %) and Websphere is becoming a real threat. According to the same source , Websphere has today the biggest catalogue of E-commerce modules and of course, they enjoy the terrible lobbying power of IBM. I’d like to know what’s your opinion about these projections, IBM fud or real concern, and do you think Websphere is a real threat ? Thanks, Charles