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

To: tinkershaw who wrote (45014)	7/31/2001 12:46:28 AM
From: techreports	Read Replies (1) \| Respond to of 54805

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. Some one wrote that it would be like Apple and Microsoft using the unix kernel (unix is open), yet Apple and Microsoft provide a GUI and may other APIs which means software for Windows doesn't necessarily work for the MacOS. I think the actual comment was a little different, but that's the idea. Both Weblogic and WebSphere may use J2EE which is an open-standard, yet the ISVs (Independent software vendors) have to make software for each ePS if they want their product to work with them. If this is all true, then this could make the ePS a gorilla game.

To: tinkershaw who wrote (45014)	7/31/2001 1:24:38 AM
From: techreports	Read Replies (2) \| Respond to of 54805

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. tinker, not too long ago, you felt BEAS may not be a gorilla after all, because Schwab used both WebLogic and WebSphere. Obviously, after the countless posts on BEAS (both here and fool) we've all learned much more about Bea and the AppServer market, but i'm guessing your concerns about Bea have fallen? Along with a couple of other addresses ... but even then, I doubt you would have the answer. I think there is a lot to play out in this space that won't be clear for a couple of years. Thomas Mercer-Hursh, just wondering, but do you own any BEAS or IBM? Also, what are your concerns about BEAS. What would you have to see in order for you to classify Bea as a gorilla?