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

To: Steve Lee who wrote (70118)	5/21/2002 6:20:25 PM
From: augieboo	Read Replies (1) \| Respond to of 99280

Steve, here's a story from December on essentially the same topic, in which the dangers to BEAS are stated (correctly or not, I cannot say) as rather severe. news.com.com Perhaps BEAS needs to look for a hardware maker as a partner? Just a thought. I haven't really followed BEAS closely for a while. augie

To: Steve Lee who wrote (70118)	5/21/2002 6:23:53 PM
From: paul_philp	Respond to of 99280

Steve, This has been coming for a long time. I think that Sun bundling the application server will both help and hurt BEA. In the short run it will confuse the market and will have the effect of extending the sales cycle for some Sun based deals. Keep in mind that Sun is only bundling a basic application server and charging for the 'extra-features'. BEA has been making it's basic application server available for download for a long time. If the market was simply for application servers then BEA would have more trouble. There is a world of difference between a simple application server and an enterprise-class application server that can scale, is flexible, can handle transactions and has a clustering support. iAS has nothing to compare to the layer about the server - Integration, Portal, and Workshop. Nothing about this announcement changes the fact that IBM and BEA will be fighting it out for the high end deals. How this helps BEA is by reinforcing the importance of platform neutrality. Will iAS be available on the latest versions of HP-UX, IBM Unix, Linux and NT? Will Sun develop a high performance connection to the entire DB/2 product line. How about SQL Server. In the end this is the primary BEA advantage. It has no horse in the server race, the database race, the operating system race or the EAI race. Who is going to provide the most complete solution - now and two years from now. Paul