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

To: Mike Buckley who wrote (39966)	3/4/2001 5:10:12 PM
From: Apollo	Respond to of 54805

Peregrine..... Did you ask him where he thinks the product is in the TALC? Naturally. It's crossed the chasm, according to him. this guy was recommending Siebel Systems to me in the Fall of '99. A little late on the uptake, huh. :) Well, maybe, but at the time, everything I had was going into Qualcomm, and a little more into Rambus. I'm pleased enough with how it worked out, and how I hope it continue to work out. But being slow on this software stuff, I jumped real quick on another software play, INTF, in March of 2000. Just typing in the initials is giving me rigors and chills. Apollo

To: Mike Buckley who wrote (39966)	3/14/2001 8:27:52 PM
From: tinkershaw	Read Replies (5) \| Respond to of 54805

I'll also mention that I'm a little surprised the interest in BEAS on the Fool's GGame thread hasn't been duplicated here. It seems to me to be a company well worth looking at for Gorilla potential. I am surprised as well. Well, maybe not as I only came to BEAS a few weeks to months ago. For those unfamiliar with the company it is the far and away leader in an area of software which is a new enabling layer called the application server. The market was called the largest new software field in a decade by the Industry Standard in an issue I received today. I am curious if anyone here has worked with BEAS or has any knowledge of the field. The basis of the market is J2EE, an open standard, but one which has been utilized by companies like BEAS and IBM (BEAS holding approximately 55% of the market and IBM about 25%, ORCL in the single digits) to build other enabling technologies to create what is literally the operating system for an enterprises web-infrastructure, from front to back. The greatest debate at present seems to be which platform will Seibel standardize on? BEAS or IBM's offering. I'll try to go into more detail later. I was attracted to BEAS do to the very blatant gorilla characteristics of the company and its markets. Thus I am still learning the markets but have bought the company based on the gorilla aspects. Analysts have started calling it the "Microsoft" of the e-commerce. And the label, although probably as promotional as anything else, certainly is not without merit. It is the closest thing to the next MSFT which I have seen. Whether or not things play out that way we will have to see. But given this potential, and the fact that the game is on right now in regard, I'd be interested to hear any perspective others may have. I will also be doing some more research and hopefully have some sort of hunt report ready in a couple of weeks. There certainly is not a lack of material as the subject of "application servers" is getting mention in many places these days. Tinker