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: Hands Off who wrote (44257)	7/9/2001 4:21:09 PM
From: Thomas Mercer-Hursh	Respond to of 54805

With those kind of market share numbers, especially YoY change in share, and a market which is expanding as rapidly as that one, I wouldn't say that anyone had a really commanding lead.

To: Hands Off who wrote (44257)	7/9/2001 8:43:41 PM
From: Judith Williams	Respond to of 54805

Marshall-- The increase in IBM's share comes from the IDC report issued today. I'm a little confused by its numbers as the revenues cited for the product category are low. It gives total revenues for 2000 as $2.2b (BEA's share $394m) and for 1999 as $957m. BEA is now close to a $1b run rate. I think the disparity comes from IDC's partial exclusion of services and differences in the fiscal year. BEA's revenues for FY2000 total $464.4m, with break down of $292.9m for license fees and $171.6 for services (10K). For FY2001 ($819.8m total), the comparable numbers are $476.6m for license fees and $343.2m for services. A little more digging in order. --Judith