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

To: Mike Buckley who wrote (44903)	7/25/2001 12:56:31 PM
From: tinkershaw	Read Replies (1) \| Respond to of 54805

What is your response to Thomas's contention that it's far too early to draw any conclusions about the implications of current marketshare, especially if we assume he's right that almost all current adoption of the product is for development instead of deployment? I am going to have to do some back research because this is from general reading over the last few months, but if I recall I have already started to see capitulation of other vendors in the space. BVSN was the first. They gave up on their dream (and analyst expection) of being the standard transaction server (as it was known then) and reshaped the company into creating applications. The market then forced BVSN to write J2EE applications. So capitulated. ARTG I believe also capitulated in this regard and actually threw in their towel to BEAS in some form or manner. But give me a few days to go back and read these industry developments and I'll answer the question again. However, I'm not certain if I would agree that most applications are just in the development stage and not in the deployment stage as this is not true. There are many major deployments out their with BEAS and WebSphere as well. What it could be is that some major deployments have taken place, but that penetration is so low, and interest so high, that the amount of development stage projects still overwhelms actual deployments skewing this result. Which of course speaks to either the current or coming in the near-term tornado in this market. Tinker