Wednesday, May 22, 2002

How close can Big Blue get to BEA?. BEA Systems has maintained its lead in the lucrative market for application server software, but IBM is quickly closing the gap, new studies show. [CNET News.com] 8:51:55 PM

IBM steadily moving in on BEA's turf. BEA controls 34 percent of the lucrative application server software market, but new stuides show Big Blue is rapidly gaining market share. [ZDNet Tech News] 8:50:01 PM

Matt Webb: SOAP is sub-optimal for any given task [via blackbeltjones via BoingBoing via Sam Ruby]  This has the ring of truth. 8:48:50 PM

IBM Websphere Makes Major Marketshare Gains, New Analyst Reports Show. ...Built on open standards such as J2EE, XML and the new Web services standards, WebSphere server software and development tools are endowed... [Yahoo News Headlines - XML Well, according to BEA and to people who actually use these things, these numbers are complete bullshit -- IBM includes all products with the word "websphere" (which these days is anything related to enterprise applications) in their revenue numbers; they're also including licenses (which don't get used) with other products/services.    On the other hand, it hurts BEA in the market place if people start to believe it and it probably hurts the stock price (which denies BEA access to a cost-effective source of capital).   8:47:51 PM

Offering of Netflix Brings in $82.5 Million. Netflix sold 5.5 million shares of stock Wednesday at an initial offering price of $15 a share, the high end of a target range of $13 to $15, to gross $82.5 million. [New York Times: Technology] 8:29:50 PM