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Technology Stocks : BEA Systems (BEAS) - Undiscovered Growth Stock -- Ignore unavailable to you. Want to Upgrade?


To: treetopflier who wrote (482)6/4/1998 6:19:00 PM
From: Boyce Burge  Respond to of 2477
 
treetop, thats real substance. thanks for your knowlegable views..



To: treetopflier who wrote (482)6/5/1998 5:58:00 PM
From: MDD  Read Replies (1) | Respond to of 2477
 
Treetopflier,

Great comments!
I would like to add that Tandem was one of the first distributors
of BEA Tuxedo. Tandem is making the changes to run on their proprietary systems and reselling through their channel. As their momentum build BEA will benefit.
Secondly, the NCR deal is huge. Not only does BEA acquire market share with 300+ accounts, they sign on another distribution channel with the NCR force selling BEA products.
BEA is building momentum in technology, market and mind share. The limiting factor will be in distribution (What a great position to be in).
The announcements on their new M3 product (object based) is aimed at the bleeding edge technologists (today) who are willing to bank their business on object technology. This clearly gives BEA an additional competitive barrier, but the revenue will continue to flow from Tuxedo with M3 providing the next generation application a few years down the road. A good strategic position.

GO BEA



To: treetopflier who wrote (482)6/10/1998 8:54:00 AM
From: Melissa McAuliffe  Read Replies (1) | Respond to of 2477
 
Sorry I couldn't post a link since this is rather lengthy. But definitely an interesting analysis of the potential in the middleware market.
Melissa

>> Impressive Growth Foreseen For Middleware Market With Worldwide Revenue Topping $7 Billion by 2002, According to IDC

Comprehensive Report Provides Extensive Coverage of Six Middleware Markets

FRAMINGHAM, Mass., June 10 /PRNewswire/ -- Middleware is proving to be the desirable pain reliever for the deployment of distributed applications, based on new research from International Data Corporation.

"Customers are increasingly buying into middleware because it simplifies the complexity of distributed processing in an heterogeneous environment," said Ed Acly, research director for IDC's Middleware service, "Middleware's range of functions to the distributed program such as transaction management, load balancing, and Web-to-legacy computing eases the application developer's burden to build distributed applications across the customer's choice of underlying hardware, operating systems, networks, database management systems, and object models."

IDC's Middleware 1998 Worldwide Markets and Trends report indicates that overall, 1997 was an outstanding year for the middleware markets. The combined middleware markets grew 28 percent to $1.716 billion despite the worldwide sales drag created on middleware products by the Year 2000 date problem, European currency conversion, and Asia/Pacific economic slowdown. As middleware vendors make their products easier to use, sales of middleware products will continue to grow robustly. IDC expects overall annual growth rates to exceed 30 percent throughout the forecast period with varying degrees of growth within each middleware segment.

IDC's Middleware 1998 Worldwide Markets and Trends report provides a comprehensive look into the state and future of middleware by bringing together the most extensive analysis of the following six middleware markets:

-- Desktop Access

-- Data Access

-- Remote Procedure Call

-- Message Oriented

-- Distributed Transaction Processing

-- Object

Key Findings

-- Middleware consumption is clearly the highest in multi-user Unix

operating environments ($692.2 million, or 40.3 percent in 1997,

compared to 33.4 percent in 1996).

-- BEA Systems knocked off Sybase for 1st place in worldwide revenue among

U.S. independent software vendors (U.S. ISVs) with revenue growth of 94

percent. New Era of Networks was the fastest growing among the top10

U.S. ISVs posting a 366 percent increase in worldwide revenue over

1996.

-- Emerging businessware products are likely to deliver a future that for

the first time unites the diversity of applications that are present in

today's business.

-- Enterprise Java Beans will deliver a growing convergence point for the

application development community. This is one of ten middleware

predictions from IDC's Middleware research program.

-- Message-oriented middleware, which currently includes the emerging

businessware market, is slated to displace the data-access middleware

as the largest middleware market segment by the year 2000.

-- Distributed transaction processing middleware is forecast to be the

second-fastest-growing middleware market, following the leader,

message-oriented middleware.

-- Desktop access middleware continued to gain ground as a mainstream

option in 1997. IDC expects growth to peak in this market by 1999.

Report Coverage

This report includes detailed analysis of the individual and overall middleware market, including market performance, trends and outlook, key forecast drivers, and 1997 worldwide revenue and share by the following categories:

-- Independent software vendors and systems vendors in both U.S. and

international markets

-- Region (United States, Western Europe, Asia/Pacific, Rest of World)

-- 12 operating environments (including Unix, 32-bit Windows, IBM

mainframe, and NetWare)

In-depth Analysis

Forecast growth for each of the six middleware markets is extensively analyzed through the year 2002. The report provides an in-depth look at the effect of key forecast drivers such as the Internet, businessware and application integration, and Enterprise Java Beans along with a host of additional factors. These factors include:

-- Easier application development

-- Convergence of distributed transaction processing middleware and object

transaction server and application server

-- Transition to universal data access

-- Need to slim down today's fat application server

-- Legacyware opportunity

-- Ongoing consolidation of the object middleware market

The impact from activities of household names like BEA Systems, IBM, Microsoft, and Sun are also analyzed.

The Middleware 1998 Worldwide Markets and Trends report (IDC #B15937) is available for purchase by contacting Cheryl Toffel at 800-343-4952. Visit www.idc.com and search on report #15937 for an abstract and complete table of contents. For additional information about IDC's Middleware research program, please contact Tony Membrino at 508-935-4334.

About IDC

Headquartered in Framingham, Mass., International Data Corporation provides IT market research and consulting to more than 3,900 high-technology customers around the world. With a global network of 375 analysts in more than 40 countries, IDC is the industry's most comprehensive resource on worldwide IT markets, products, vendors, and geographies.

IDC/LINK, an IDC subsidiary, researches and analyzes the home computing market, leading-edge technologies in telecommunications and new media, and the convergence of computing and consumer electronics.

IDC's World Wide Web site (http://www.idc.com) contains additional company information and recent news releases, and offers full-text searching of recent research.

IDC is a division of International Data Group, the world's leading IT media, research and exposition company.

All product and company names may be trademarks or registered trademarks of their respective holders.

SOURCE International Data Corporation

CO: International Data Corporation; IDC; International Data Group; IDG

ST: Massachusetts

IN: CPR

SU: ECO

06/10/98 08:03 EDT prnewswire.com

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