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Lynton Research Digest - 19th November 2003
BEA Q3 results - Net income up 17% year over year, but licenses only up 2%
BEA reported total revenues of $252.1 million, up 8% from $234.0 million in last year's third quarter. For the third quarter, BEA reported license revenues of $128.2 million, up 2% from $126.1 million a year ago. BEA reported GAAP net income of $29.0 million, up 17% from $24.7 million a year ago.
See BEA Reports Third Quarter Financial Results.
Peter Abrahams of Bloor research poses this question on IT-Director.com and says no - he believes that although there is a pressure to consolidate, various forces cointribute to the continuing fragmentation of the sector. He ends by wishing all vendors the best of luck (which some of them certainly need!).
Overall IT spending has bottomed out, and 2004 and 2005 will see a "minimum of strong single-digit growth" over 2003 levels, according to Gartner, reported in VNUnet. But industry will see half of all suppliers eliminated from the competitive landscape.
I seem to have reported every analyst saying this every quarter for the last year. Will it at last come true?
And another IT-Director article appears: in SearchWebService: Informatica vs Ascential, Wheels within wheels Phil Howard uses a military metaphor: "Informatica is attempting an encirclement, Ascential needs to plan a breakout".
The main JSRs for J2EE 1.4 have been approved this week; including:
NEON Systems results - breaks even
Total revenue for the second quarter of fiscal 2004 was $3.6 million, compared with revenue of $3.4 million for the corresponding period in the prior year. Net income for the second quarter of fiscal year 2004 was $37,000 compared to a net loss of $6.3 million for the corresponding period in the prior year.
See NEON's press release.
JBoss Group has purchased a license for version 1.4 of Sun Microsystems' Java 2 Enterprise Edition (J2EE) standard. JBoss will incorporate the standard in its open-source application server software. JBoss said they would be supported (financially as well as technically??) by their partners such as webMethods and Iona. Apache's not-yet-complete Geronimo project will also pay to license J2EE. See C|Net and InfoWorld - which passes on the rumour that $500,000 per year is changing hands (from JBoss - Apache gets it free).
"Vitria:BusinessWare(TM) 4.2, now features industry-leading support for the emerging area of Business Process Fusion. Defined as the transformation of business activities achieved by integrating previously autonomous business processes, Business Process Fusion is intended to transform transactional processes in industries as diverse as healthcare, telecommunications, financial services, and supply chain manufacturing. Vitria:BusinessWare accelerates the development and management of Business Process Fusion, while simultaneously lowering the cost and risk of delivering these complex solutions"
Gartner says "Business Process Fusion reflects a convergence of application architectures and platforms including portal framework, content management and collaboration support in addition to database, application server and integration broker."
In practical terms it looks like 4.2 adds cluster-based load balancing, improved manageability and performance, along with "the Application Framework" - a set of reusable tools, pre-built modules, extendable end-user interfaces, and business collaboration frameworks.
See CRN: Vitria Updates EAI Platform and Vitria press release.
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