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

To: tinkershaw who wrote (45798)	8/23/2001 3:06:28 PM
From: Thomas Mercer-Hursh	Read Replies (2) \| Respond to of 54805

(1) BEAS is the only pure play in the field Well, not the only one, but the only major player. But, of course, I contend that they aren't even a pure play since Tivoli, for example, is clearly not a candidate. Besides, the fact that other major players are not pure plays doesn't really have anything to do with whether it is a gorilla game or whether BEA is the likely winner ... it just makes it harder to tell what is going on and means that if BEA doesn't end up being the winner, we won't have a pure investment option. every competitor screaming "were better than BEAS." Fame can be fleeting. Forte went through a long period of being the acknowledged leader and having everyone compare their product to Forte, but they never got their tornado. In fact, I think they are a classic example of having all the right stuff, but not achieving a big success. In some cases this is marketing, but in their case I think that, more than anything else, it was just that people didn't yet understand the requirements of enterprise-class, scalable, distributed computing well enough to realize that they really needed all those things that Forte offered. It may be that their EAI product, formerly Fusion, now iIS, is enjoying that kind of growth, but it is hard to tell with it buried in iPlanet.