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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: paul_philp who wrote (60947)	5/3/2002 6:57:08 AM
From: que seria	Read Replies (1) \| Respond to of 99280

Paul: I respect your opinion from having read your G&K posts so I'm interested in how you see the IBM threat to BEAS, now that BEAS is at or near a price level that tempts for a LT hold if it appears likely to lead the webserver space. From what I've read it seems IBM's product (Websphere?) has about caught up, perhaps owing more to IBM's leveraging of its entire product/service line than to that product itself. Zeev or anyone else who follows this, please post your take if you have time.