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

To: techreports who wrote (45010)	7/31/2001 12:32:59 AM
From: tinkershaw	Read Replies (2) \| Respond to of 54805

I don't think this makes NTAP a gorilla, however, it probably expands NAS's addressable market. DAFS is open and not controlled by Network Appliance. Eric Jhonsa had an interesting reply regarding Open Wave's possible gorilla status, at least as far as control of the standard. WAP is an open standard, but in application, each browser on the phone is somewhat different and software needs to be optimized to the particular idiosynchracies of the browser software. This may be one reason why so many people have complained about the efficacy of the Nokia browsers. From what I have heard they are full of problems. Anyway, in support of this BT (British Telecom) just reported that they are adoptioning OpenWave's browser on all their phones, and optimizing their services to work on the OpenWave browser. This is not to say that they couldn't later switch to Nokia's backend gate software, but it would seem that if they did, the Internet experience would deteriorate. So it is not as if it wouldn't work with other competing software products but that it would work in a manner that is materially less effective than if you used the entire OpenWave system from browser to server gateway software. Could such a phenomenon occur with DAFs and NTAP? NTAP will be the first (and possibly only) DAFs company for sometime to come. Others will run to the DAFs solution if NTAP proves it, but by then NTAP may have some quirks in the interface, as well as new extensions, improvements, etc. I really don't know, but just another way to look at open-standards. Tinker P.S. It would seem the same applies in the application server space. Despite J2EE being an open-standard, it is complicated enough that WebLogic and WebSphere had different proprietary extensions to J2EE and really use this "open standards" nonsense (from the perspective of BEAS and IBM) as a marketing tool. P.P.S. Another report of marketshare in the application server market: leviticus.boards.fool.com I really do like what I'm seeing with BEAS and am very comfortable with it, as one may have been comfortable with ORCL as its game progressed. I certainly don't see BEAS as another Softie, but I do see it with Oracle like potential should it really be the Gorilla messiah us desert starved natives have longed for.