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: techreports who wrote (45021)	7/31/2001 1:41:07 AM
From: Thomas Mercer-Hursh	Respond to of 54805

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? Don't own either. Might consider IBM, even if a bit stodgy, but wouldn't consider BEAS at this stage. The J2EE appserver market I see as a royalty game in a fairly early stage of development. There is a lot of room for established players to come along and roll over any short term advantages of BEAS in this sphere. This is not unlike the discussions of CSCO and the upstart optical switch vendors ... lots of time for CSCO to roll along and over. The e-commerce part I see as very fledgling ... all wins are just a here and there thing that could disappear tomorrow. There may be a gorilla-like market here at some point, but I'm not at all sure it is sustainable, much less that we know who the winner is.

To: techreports who wrote (45021)	7/31/2001 2:58:37 PM
From: tinkershaw	Respond to of 54805

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? Tentatively, yes. I like all the indicators I am finding. Certainly nothing like the Qualcomm sirens, but it is the closest thing I have seen to the next great Gorilla in quite some time. I use the term "closest" because there is no certainty about it, but it is more certain than anything else I have examined for the title next great Gorilla. Tinker P.S. I'm currently re-reading the case study on relational databases. Just through the first two pages. But it seems that Oracle standardized on another industry standard, IBM's SQL language. The industry forced Oracle's competitors to do the same (ie, all standardizing on J2EE, but this time by SUN and their server products instead of IBM and their server products). But I suggest anyone interested re-read that chapter starting at page 197 and determine for yourselves if the current situation seems eerily similar to the early years of Oracle. I'll see if I can discuss some of the comparisons later, but no promises due to time constraints.