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Market Research Digest, 26th Sep 2002


New research from Aberdeen Group shows that the BusinessProcessManagement (BPM) market is primed for growth, despite a shaky global economy and dozens of vendors with single-digit market share. Spending in the sector topped $2.2 billion last year, according to Aberdeen's calculations, with 75%, or $1.7 billion, of that total

spent on integration services. Infoworld

Aberdeen finds light at the end of the spending tunnel

There appears to be a light turning on at the end of the IT spending tunnel, according to a survey undertaken this summer by Aberdeen Group, a Boston-based consulting firm. The survey found that senior information technology executives plan to increase technology budgets by approximately 3.7% over the next six months to a year. The latest results compare favorably to a February Aberdeen survey that found IT managers planning to decrease budgets by 1.4%. Thus, said Aberdeen analyst Hugh Bishop, "this expected budget increase is indicative of a nascent resurgence in IT spending. We expect IT purchasing to recover gradually, however, and are not forecasting a return to the hyper-growth of the late 1990s." For the rest of the story, please go to ADTmag

Competitive flash - Ashnasoft offers JMS based caching and notification "solutions"

AshnaSoft , vendors of AshnaMQ, offer these "solutions" at their web site: see distributed cache and so on. On the minus side, though they say it can be done with their JMS, you have to write the caching, notification etc yourself... Do we detect the influence of our industry thought leaders, perchance?

BEA and Hewlett-Packard Team Up Against IBM

NEW YORK (Reuters) - Hewlett-Packard Co. on Friday [20 Sep] said it would bundle BEA Systems Inc flagship software product WebLogic on its best-known line of high-end computers, stepping up their alliance to do battle against a common foe, IBM. "With this bundle, what we provide is a unique competitive offering that HP and BEA together can bring to the market relative to our natural common enemies here," said Gamiel Gran, BEA's vice president of strategic alliances. "Clearly, we're eager to present our message relative to IBM and IBM WebSphere, and similarly HP has an interest to erode IBM market share, as well." However, the alliance is not exclusive and industry sources said that HP is in talks with IBM to offer IBM's WebSphere too.

press release

We were expecting this following HP's closure of its middleware unit; it can also be seen as a direct response to Sun's recent (June 2002) free bundling of Sun ONE with Solaris - see announcement.

See also discussion at theServerSide .

BMC buys Remedy; Peregrine parent in Chapter 11

Struggling Peregrine Systems yesterday agreed to sell the assets of its Remedy help center software group to BMC Software for $350 million in cash and the assumption of some Remedy liabilities. At the same time, Peregrine's CEO Gary Greenfield announced that Peregrine filed for Chapter 11 bankruptcy reorganization. BMC also agreed to provide Peregrine with debtor-in-possession financing of up to $110 million, to be charged against the purchase price of Remedy. The transaction is subject to approval of a bankruptcy court. For the full story, visit ADTmag Peregrine is one of the larger second-string integration vendors - a past partner of BEA. They fell victim earlier this year to auditing problems discovered by KPMG after they replaced Arthur Andersen.

Softwired teams with Fiorano to provide a Wireless Data Services Integration Platform

press release

Announced the same day as SpiritSoft's relationship (have they no shame!). This highlights Softwired's iBus//Mobile alongside Fiorano's Tifosi product. We will probably emphasise our strengths (enterprise messaging; integration with legacy MOMs, and perhaps multi-tier caching including the J2ME device); we can also talk about our different vertical/geographical focus (from Softwired, and from Fiorano).

BTW we hear that Fiorano just fired their last sales rep. They are not planning on doing further releases of FioranoMQ. They are putting all their resources on Tifosi. They are also going to do all sales out of India. Fiorano (allegedly) will not put in a contract that they are going to be doing subsequent releases of FioranoMQ. That's plenty of FUD to lay on any competitive prospects (MQ or Tifosi)...

Gartner: Start Web services efforts now

Analysts from Gartner Inc., Stamford, Conn., say IT development groups should be implementing Web services pilot programs by 2003 despite the flagging economy. The IT consulting company concedes that while financial issues may force postponement of broad, costly, Web services projects, its analysts are finding that early, less complex implementations show the technology's cost-savings potential is real. Based on studies of pilot projects, Gartner analysts have so far concluded that "Web services is fulfilling its potential as low-risk, high-utility data integration catalysts, but it is also emerging in unusual, visionary projects," said Whit Andrews, a research director at Gartner. Andrews said that during the past year or so, Gartner has monitored companies implementing Web services projects, and has found IT organizations are having some troubles deciding which specific projects should be assigned to Web services development teams. Gartner's advice: Start small to help answer early questions.

"Few enterprises should base a costly, strategic overhaul of mission-critical applications for 2004 or earlier on Web services," Andrews said. Most "companies should begin to experiment with Web services now, developing pilots for deployment no later than 2003."

For the rest of the story, please go to ADTmag

The Future of Distributed Computing: Grid Services

Grid computing, following in the footsteps of both Web services and peer-to-peer architecture, is an attempt to design a distributed computing environment that can maximize computing capability by sharing resources. Here, IBM's Ambuj Goyal explains how grid computing works and why we'll be seeing more of it in the months and years ahead. ebizQ

Adoption Rate for Java Shows Slight Decline

New study indicates dip (down to 50%) in developers using, planning to use Java technologies. SDTimes Also contains two useful surveys: "Which Java APIs / technologies do you plan to use in the next 12 months" - JMS at 29.2%, just behind Web services at 30.3% - see the graph at SDTimes Which edition? J2EE 71.7%, J2SE 59.3%, J2ME just 10.2%

Oracle View May Point to Tough Quarter for Software

PALO ALTO, Calif. (Reuters) - 18 Sep 02 - When executives at the world's second-biggest software shop warn that a revival in high-tech spending is probably farther off than originally thought, that's bad news for the rest of the sector, analysts said. (...) Industry watchers also said Oracle's results underscored existing sore points in other areas of the software market. Thomas Weisel Partners analyst Tim Klasell said the apparent lack of new applications sales may translate into weak appetite for integration software from names such as webMethods Inc and TIBCO Software Inc. (...) The application server market remains challenging and sales of Oracle's product did not grow during the quarter, Klasell said. Yahoo

=Investors beat up on Oracle = Sales of Oracle software licenses dropped 23 percent to $563 million, missing some analysts' targets of as high as $600 million. Sales of license updates, however, rose 9 percent to $620 million.


.NET is next up for Persistence as it heads for data services image

(the451) Persistence Software is redoubling its efforts to position itself away from its ill-fated flirtation with application servers (PowerTier was too high-level and too expensive) and toward a new identity as a data services shop.

Essentially, the company is marketing the latest repackaging of its object-to-relational mapping technology as an intelligent data layer that allows data to be shared in a fully contextual way between front-, middle- and back-office systems. Having developed a product to plug into Java application servers, the company's next port of call will be a .NET version, followed by vertical industry implementations. Ultimately, Persistence believes .NET will be as big a business for it as Java.

THE MESSAGE Persistence vows it will do what EAI and messaging technologies do for integration, but with depth and context. The company is remodeling itself again – this time, around 'data services.' COMPETITIVE LANDSCAPE On the data services front (and aside from the EAI shops that it also works in conjunction with), it counts Excelan and Versant as competitors. However, what Oracle will do with the TopTier object-to-relational mapping technology it recently acquired from WebGain remains unknown and could give Persistence the most trouble. THE451 TAKE After 11 years, Persistence's Distributed Dynamic Caching still appears to be a technology looking for a home. Tying the Java and .NET objects that Web services applications will use to relational databases and other applications is the obvious next target. But why hasn't the company been bought yet? Its object-to-relational mapping capability is well regarded, even though caching doesn't have entirely positive connotations right now.

STRENGTHS Persistence has well-regarded patented technology, and is still standing. It could get bought by an app server vendor if the technology takes hold. WEAKNESSES It continues to change the focus of its technology for different opportunities and hasn't found it a real home yet. OPPORTUNITIES Web services applications may require the deeper integration and context that Persistence can provide. But it's going to be dangerous riding on the coattails of app server vendors. THREATS Oracle's ambitions for TopTier remain unknown. App server vendors may decide to build the functionality themselves. Is there a market for this stuff?

Nasdaq Approves Persistence's Transfer of Stock Listing to The Nasdaq SmallCap

San Mateo, Calif. - September 11, 2002 - Persistence® Software ([BadWikiTag]PRSW), the leading provider of distributed data management software for business visibility, today announced that its request to transfer the listing of its common stock from the Nasdaq National Market to the Nasdaq SmallCap Market has been approved. The transfer will be effective Thursday, September 12, 2002 and the stock will continue to trade under the ticker symbol PRSW. press release

Persistence is both an OEM reseller of SpiritWave and (more or less) a competitor for SpiritCache. This relisting has been forced by PRSW's penny price ($0.50c on 19 Sep from a 52 week high of $2.08 - but above low of 0.15c - and a peak just under $30 in late 1999, market cap down to around $10 million).


PolarLake has released PolarLake 2.0, a new version of its enterprise XML and Web services platform for Java, with added XML schema support and management capabilities. Based on PolarLake's Dynamic XML Runtime, the platform helps companies extend their existing applications and integrate them with XML and Web services. press release

Note a quote from our very own Kevin Gibbs in the press release. PolarLake is a SpiritSoft partner.

SoftWare AG's XML Mediator Gets SOAP, XSLT Engine

September 15, 2002 - Software AG has added a SOAP Gateway and an XSLT transformation engine (licensed from TIBCO) to XML Mediator, which the company describes as a broker for XML information moving into and out of organizations. SD Times.

Tangosol Releases New Version of Coherence

September 23, 2002: Tangosol has released the latest version Coherence (1.2.1), its pure Java Distributed Cache product for J2EE AppServers]] . The new version adds configurable redundancy of data and configurable compression of its cluster communication protocol. theserverside and see clustering page

Note other news: Tangosol is a BEA Star partner

TIBCO Software Announces Third Quarter Financial Results - $45.4 million losses after $20 million restructuring charges

Sept. 19 -- TIBCO Software Inc. (Nasdaq: TIBX - News) today announced results for its third fiscal quarter ended August 30, 2002. Total revenues for the quarter were $63.3 million. Losses for the quarter calculated in accordance with accounting principles generally accepted in the United States were $45.4 million or $0.22 per share. Results for the quarter include $20 million of restructuring charges principally due to an additional write-down of $18 million in excess facilities, and further staff reductions. press release Software license sales -- the barometer used to measure a software company's core growth -- slid to $34.6 million from $47.6 million a year earlier. "We're actually seeing some signs of positiveness and stabilization in the United States and we're seeing some tentativeness in Europe," Ranadive said, naming Germany and the United Kingdom as two of the weakest spots. Since the beginning of the year, Tibco's shares have lost about three quarters of their value, underperforming the Goldman Sachs software index by half. Yahoo News

By the way, we hear there is someone in Tibco with the title of Competitive Information Analyst who has just sent out a company wide alert in Tibco about our RV Integration Kit offer. It has generated a huge amount of interest internally (and they have registered for a download too!).

Revision r1.3 - 21 May 2003 - 11:38 GMT
Parents: 2002 > Sept02
Copyright © 2001-2004 Nigel Thomas. External material referenced from this page is the property of its respective authors.