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IT-Analysis: Does BEA + HP + Accenture + Linux = IBM

Aug 08, 2003, 08:30 (2 Talkback[s])
(Other stories by Peter Abrahams)

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"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..."

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