Comments on: BEA growth in Q3, but… http://www.lustratusrepama.com/litebytes/soa/bea-growth-in-q3-but/ The Lustratus Research blog - thought leadership in SOA, Cloud Computing and Infrastructure Software Mon, 28 Dec 2009 04:05:29 +0000 http://wordpress.org/?v=2.9.2 hourly 1 By: Ronan Bradley http://www.lustratusrepama.com/litebytes/soa/bea-growth-in-q3-but/comment-page-1/#comment-83 Ronan Bradley Fri, 17 Nov 2006 01:25:07 +0000 http://www.lustratusrepama.com/litebytes/uncategorized/bea-growth-in-q3-but/#comment-83 It is interesting to compare BEA's results with IBM's. IBM grew software licenses faster than services revenue - and clearly IBM would also claim lots of SOA projects. My opinion is that BEA has been playing catch up in the SOA space - and must catch up as it will face greater and greater problems as the JEE market matures. Already, BEA's premium JEE position has come under increasing price pressure from open source on the one hand and increasing realisation that most projects don't need the full feature set provided (and paid for!). At some point, BEA will face the moment of truth faced by any company whose success is built on a single technology wave: how to jump waves without ending up in the water. Unfortunately, the return to core values (focus on the app server) in 2004 after senior level departures signalled the potential beginning of the end - even though that strategy has been dilluted since then. Time will tell but I wouldn't bet my house on BEA. It is interesting to compare BEA’s results with IBM’s. IBM grew software licenses faster than services revenue – and clearly IBM would also claim lots of SOA projects.
My opinion is that BEA has been playing catch up in the SOA space – and must catch up as it will face greater and greater problems as the JEE market matures. Already, BEA’s premium JEE position has come under increasing price pressure from open source on the one hand and increasing realisation that most projects don’t need the full feature set provided (and paid for!).
At some point, BEA will face the moment of truth faced by any company whose success is built on a single technology wave: how to jump waves without ending up in the water. Unfortunately, the return to core values (focus on the app server) in 2004 after senior level departures signalled the potential beginning of the end – even though that strategy has been dilluted since then.
Time will tell but I wouldn’t bet my house on BEA.

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