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

To: Thomas Mercer-Hursh who wrote (43322)	6/8/2001 11:24:11 AM
From: Mike Buckley	Read Replies (1) \| Respond to of 54805

Thomas, Given the number of application servers out there and their shifting market shares, is there any evidence at all that the application server market is a gorilla game? I haven't followed the company or the industry enough to know. I do know that people I greatly respect think it's a gorilla game and that BEAS has a reasonable shot at becoming the top primate. If that happens, the control and power over the value chain will be immense as everything gradually moves to the web. --Mike Buckley