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

To: Ali Chen who wrote (44891)	7/25/2001 12:43:12 AM
From: tinkershaw	Read Replies (2) \| Respond to of 54805

Joking aside, it seems to me that the whole enterprise is a typical bubble. What do they sell? Ali, I see it is endemic in your style. Whether or not BEAS is a potential gorilla is a great subject for debate and certainly not decided either way. But then you go and call BEAS a "typical bubble." A bubble selling $250 million worth of product per quarter, in a technology depressed economy, at a profit, and doing so without enormous receivables or trick of hand accounting, piling up deferred revenues to boot, growing free cash flow by leaps and bounds, and doing so well that both Oracle and IBM refer to BEAS Weblogic in almost everyone of their marketing promotions and usually in a not very friendly way. Please, BEAS may or may not be a gorilla, but this market, and WebLogic, is in no way a "typical bubble." Tinker

To: Ali Chen who wrote (44891)	7/25/2001 1:03:28 AM
From: Thomas Mercer-Hursh	Respond to of 54805

I am having difficulties with access to Try: bea.com You will notice, being observant, a one character difference between the URL you cited and this one. Didn't take much effort to find it, though. Is this a result of highly sophisticated advances in their web programming technology, or what? See above. Could you please translate this into normal English?</i?> Made sense to me ... as much or more than a lot of other things I've seen. Frankly, all the acronyms that go with the wireless issues related to QCOM make my head spin. Joking aside, it seems to me that the whole enterprise is a typical bubble. What do they sell? Vapor, for computer illiterate. It cannot last long, Well, now, I confess to having my own questions about how long Java-mania will last -- as a language, it has some pluses and some minuses and, on balance, my preference lies elsewhere, but it is hardly an overnight fad. Wise or not, lots of people are busy developing Java apps and, if they are going to deliver them, they will be using appservers. This is hardly vapor, nor is it even that new, except for the J2EE extensions, which are substantial and lead credence to the idea that it might all go somewhere. That's it. Collection of files. Period. Well, if that is what you think, then you clearly don't understand the first thing about appservers or J2EE. Gosh, I wish it were all that easy! As you said, it is not a "commitee-based" open architecture. An open architecture committee is usually comprised of prominent experts is the field, who use their collective experience to establish long-fetching approaches in engineering via thorough debates, and the wide member's representation ensures industry-wide acceptance. So you really think that few domestic web hackers can offer something more valuable? At the end, Microsoft will incorporate all this stuff into their Win-XXX. Oh, please. Even if I try to be sympathetic, it is hard for me to think that you could hold any of these opinions if you had any experience in the area at all. How many architecture committees have you known that were not heavy with the agendas of the companies represented? ... not even in academia, much less in the commercial sector. People come to agreements and make adoptions because they find an acceptable compromise that they think they can turn to adequate advantage, not out of some ivory tower idealism. It doesn't matter, though, does it, the point is that they came to an agreement. I don't know whom you think these "web hackers" are, but I am sure that they would be highly amused to think that you thought they were the ones in control of the Java appserver initiative! Boy, there's a real laugh! Interesting too how you think all of this will end up in Win-XXX since the next Win, Win-XP will be delivered without Java because MSFT wouldn't play nice. Sorry, the original proposition lacks normal criticism. Something is lacking, but I think you have the arrow pointing in the wrong direction.