IT-Analysis: Does BEA + HP + Accenture + Linux = IBM
Aug 08, 2003, 08:30 (2 Talkback[s])
(Other stories by Peter Abrahams)
[ Thanks to Jason
Greenwood for this link. ]
"Why HP rather than Sun? More BEA software is installed on Sun
than HP. However there is a conflict of interest between BEA and
Sun's software arm Sun One. HP got rid of Bluestone and now there
is a perfect fit with BEA supplying the software for HP
environments. This is shown in a three fold increase in the
penetration of HP in the BEA customer set. It would seem that BEA
and HP would expect that penetration to exceed Sun's in the
foreseeable future. It is going to be interesting to see how Sun
hardware reacts to this reducing revenue stream; will Sun One
become a major part of its sales campaigns?
"Accenture is easy to explain as they already have a good
relationship with HP and see IBM as the enemy. They would much
rather install WebLogic than WebSphere because that reduces the
risk that IBM will capture some of the services.
"Linux is another bond between the three with all of them
actively promoting it and working together to increase its
acceptance in the enterprise..."