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

To: Judith Williams who wrote (45031)7/31/2001 11:51:36 AM
From: Thomas Mercer-Hursh  Respond to of 54805
 
The applications games are naturally oriented to vertical markets. This is where BEAS, I think, has knocked down a series of important bowling pins.

FWIW, my impression is that the list of vertical markets where BEAS is strong includes markets where other vendors are also strong, i.e., they are markets that are early adopters of J2EE technology. We really need better market share data than we have to be very sure what we are looking at.


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