Preferisco
Google
The WebPreferiscoPreferisco Blog
Home Services Portfolio Blog Contact Casa dei due Mori

Lynton Research Digest

2002
2003
2004
 
January
February
March
22nd
April
10th, 17th, 24th
May
1st, 8th, 15th, 23rd, 29th
June
12th
July
4th, 11th, 18th, 24th, 31st
August
22rd, 28th
September
4th, 11th, 18th, 26th
October
9th, 17th, 23rd, 30th
November
6th, 14th, 19th, 27th
December
5th, 11th, 18th, 30th
Market Research Digest - 31 July 2002

Ascential Software Reports $27.6 million in Second Quarter Revenue on 21% DataStage and 41% Total Sequential Increase in License Revenue

July 25 -- AscentialSoftware Corporation (Nasdaq: ASCL - News), the leader in the enterprise data integration market, today announced results for the second quarter ended June 30, 2002. Total revenue for Ascential was $27.6 million in the second quarter, up 37% from $20.1 million reported in the first quarter of 2002. Total license revenue, including license revenue from products acquired in the Vality acquisition, was $15.1 million in the second quarter, up 41% from license revenue in the first quarter. As previously announced, Vality Technology Incorporated was acquired by Ascential on April 3, 2002. License revenue from the company's DataStage® product suite was $13.0 million, a 21% increase over the first quarter. On a GAAP basis, total revenue was $28.0 million versus $20.8 million in the first quarter of 2002. Pro forma loss was $7.2 million or $0.03 per share. This compares to a pro forma loss of $10.9 million or $0.04 per share for the first quarter of 2002. Pro forma results exclude the amortization of purchased intangibles, items related to merger, realignment and discontinued product operations and the write-off of in-process R&D related to the Vality acquisition. On a GAAP basis, including these items, the net loss was $21.2 million, or $0.08 per share for the second quarter, compared to a net loss of $16.5 million, or $0.06 per share, in the first quarter.

http://biz.yahoo.com/prnews/020725/nyth154_1.html ---+JMS 1.1 Article by Ashnasoft

A new article, by Ashnasoft's Imtiyaz Haque, "Intro to Java Message Service 1.1", has been posted. The enhancements in JMS 1.1 include the unification of the Pub/Sub and PTP domains under a common programming and transactional model. This article illustrates the new features of the JMS 1.1 API, which are demonstrated through a sample application.

http://www.theserverside.com/home/thread.jsp?thread_id=14591

Web Services Unlocks STP for Financial Services, says BEA

Web services will play an important role in straight through processing (STP), according to BEA Systems Inc. A BEA survey of 100 US-based financial institutions found 85% of respondents said web services will play a role in STP during the next two years. STP is used by financial institutions to provide end-to-end services with resolution between a trade on a web site and financial data held in back-office systems, for example, eliminating costly and error-prone manual processes. A separate TowerGroup survey found financial institutions will spend $6bn on STP through 2005. BEA plays the sponsored survey card... always good for a news story. Thanks to our PR agency Rainier for spotting this (they would never stoop to such low tricks, just to get attention, would they?) - and on the same theme: ---++BEA Pushes Java Innovations into Web Services Standards

July 30 -- DID YOU KNOW? At the heart of BEA's (Nasdaq: BEAS - News) effort to simplify Web services development is BEA WebLogicWorkshop(TM), an integrated development framework that helps developers quickly build, test and deploy reliable, enterprise-class Web services. And at the heart of BEA WebLogic Workshop are Java Web Services (JWS) files -- which enable BEA to deliver one of the most productive solutions for building real-world Web Service applications. Java Web Services (JWS) are standard Java files with annotations that let developers take advantage of powerful Web services functionality, like asynchronous messaging and XML to Java mapping simply by setting properties and writing simple business logic. Developers can leverage existing resources (databases, existing applications, etc.) using controls that expose these applications without requiring knowledge of sophisticated APIs. With JWS files, the underlying Java plumbing code is never visibly generated, and is managed automatically by BEA WebLogic Server(TM) -- enabling developers to focus solely on application logic code. Because JWS files are simple Java code, developers can either create them in Workshop's visual environment or with their favorite integrated development environment (IDE) or editor. Either way, JWS delivers significant productivity gains by dramatically reducing the amount and complexity of code developers need to write, and by completely managing the process of packaging and deploying Web services applications.

BEA is not keeping the JWS innovation to itself. In keeping with its commitment to open industry standards, BEA is working with the Java Community Process (JCP) to drive the JWS format and programming model into the J2EE standards layer for the benefit of the broader Java community and to further accelerate Web services adoption.

See http://www.onjava.com/lpt/a/onjava/2002/05/08/jws.html for a discussion of these "standards" (now JSR 181, building on 175), and an article by BEA's Tyler Jewell at http://dev2dev.bea.com/articlesnews/discussion/thread.jsp?forum=1&thread=438. Interesting to see BEA becoming more like the Oracle of old (PR machine in full flow with non-stories; standards being "advanced" with own brand extensions, etc).

Companies prove Web services ROI (IBM says)

Rod Smith, VP of emerging technology for the IBM Software Group explained where WebServices are today, how companies are using them to save money and gain new revenue and where the technology is headed in the future http://searchwebservices.techtarget.com/originalContent/0,289142,sid26_gci840680,00.html

IBM to Acquire Pricewaterhouse Consulting Business for $3.5 Billion in Cash, Stock

NEW YORK (AP) -- In a move that steers the world's largest technology company further from the business of making computers, IBM Corp. said it would purchase the consulting arm of PricewaterhouseCoopers for $3.5 billion in cash and stock. ... PwC Consulting will join IBM's giant Global Services unit, which has overtaken the company's hardware division as its largest revenue earner. ... The acquisition, subject to federal regulatory approval and local PwC partners, will add some 30,000 new employees to the services division that already counts about half of IBM's approximately 320,000 workers. Two years ago, HP explored acquiring PwC for as much as $18 billion, but the two sides ultimately couldn't agree on a price. http://biz.yahoo.com/ap/020731/ibm_pricewaterhouse_1.html That values the PwC employees at only around $120k each - sounds like a very low multiple of revenue indeed

ILOG Reports Fourth Quarter and Fiscal Year 2002 Results

PARIS--July 31, 2002--ILOG® the leading provider of enterprise-class software components and services, today reported revenues of $20.9 million and an operating loss of $1.4 million for its fiscal year fourth quarter, which ended June 30, 2002. This compares with $21.3 million and an operating profit of $0.8 million in the prior year's fourth quarter. Loss per share for the quarter was $0.07, compared to earnings of $0.04 for the last fiscal year fourth quarter.

The company also announced its 2002 fiscal year results, which had revenues of $82.7 million and an operating profit of $0.9 million. These results compared with 2001 fiscal year revenues of $79.6 million and an operating profit of $0.7 million. Earnings per share for the year were $0.05, compared to $0.05 for the last fiscal year

http://biz.yahoo.com/bw/020730/302661_1.html

ITPlus, Korea's Leading Distributor of eCommerce Software to Resell Insevo for Application Integration and Web Enablement

Pleasanton, Calif., and Seoul, Korea - July 24, 2002 - Insevo Inc, the world's leading provider of J2EE Connector Architecture (JCA) compliant application integration software, and ITPlus, Korea's largest distributor of ecommerce software, announced today that they have reached an agreement allowing ITPlus to become a reseller of Insevo's Business Integration Framework and enterprise application connectors for BEA's WebLogic Server and WebLogic Integration products. Insevo provides the only pure Java, J2EE standards based integration products that offer out-of-the box, bi-directional connectivity between WebLogic Server and all of the major ERP and CRM applications including: SAP, Siebel, PeopleSoft, Oracle, and JDEdwards, as well as IBM mainframe application environments such as CICS and IMS. http://www.insevo.com/shownewsitem.cfm?NewsID=23&ChannelID=1 Our partner Insevo (which also bundles software from Attunity, another partner) continues its drive to sell J2EECA adapters. SpiritWave Integration Server will likely rely on Insevo's BIF for any enterprise application integration requirements; currently we have a referral arrangement in place. Contact me if you have any requirements to integrate with SAP, Siebel, PeopleSoft etc

AppWorx Standardizes on IONA's Orbix E2A Web Services Integration Platform to Power Enterprise Workload Management Solutions

WALTHAM, Mass. and BELLEVUE, Wash.--(BUSINESS WIRE)--July 29, 2002-- IONA Web Services Technology to Streamline Information Transfer Within Solutions Utilizing Numerous Applications

IONA®, the leading e-Business Platform provider for Web Services Integration (NASDAQ: IONA - News), today announced that AppWorx Corporation, a leader in enterprise scheduling and application automation solutions, will use IONA's Orbix E2A(TM) Web Services Integration Platform to streamline information exchange within AppWorx's enterprise scheduling solutions.

AppWorx's enterprise scheduling and application automation solutions manage business processes and data processing requirements within companies across multiple applications to optimize IT efficiency. AppWorx will use Web services supported by IONA's Orbix E2A to power its enterprise automation and scheduling solutions, enabling efficient batch information transfer and integration that can incorporate any application based on any computing platform. http://biz.yahoo.com/bw/020729/292407_1.html

Iona has identifed yet another class of ISV - the enterprise scheduler in this case - that needs a level of wide-area integration of services, and that probably used home-grown solutions (or database manipulation) in the past - difficult to maintain across multiple platforms. AppWorx has a good name in the Oracle world - interesting that they chose IONA rather than Oracle - I guess the price was attractive?

Mercator Launches New Solutions for Web Services, Java Connector Architecture, and Financial Services

Features Include Expanded Standards Support, Greater Ease of Use, and Improved Security WILTON, Conn.--(BUSINESS WIRE)--July 25, 2002-- Mercator® Software, Inc. (Nasdaq: MCTR - News), today announced the general availability of new products for Web services, Java Connector Architecture (JCA), and Financial Services, as well as the release of Mercator Integration Broker Version 6.5.2, the latest version of its core integration solution.

The result of extensive research and development, these next generation integration solutions allow customers to leverage existing systems, applications, and technology resources and adapt them to the latest technologies, including Web services and JCA.

http://biz.yahoo.com/bw/020725/252148_1.html

Here's another legacy EAI vendor climbing onto the standards bandwagon; it shows that even the slower vendors have got the idea (even if they may be just tipping their hats rather than wholeheartedly embracing religion). The window of opportunity for nimble vendors to sieze the integration market from the incumbents is beginning to close - it will take a lot of effort to re-open it later.

OASIS SWALLOWS UDDI.ORG

UDDI.org, the consortium driving the UDDI (Universal Description, Discovery, and Integration) technology, is becoming part of standards body OASIS on Tuesday. OASIS will formally introduce the third iteration of UDDI, with a new focus on internal corporate deployments. http://www.infoworld.com/articles/hn/xml/02/07/29/020729hnuddioasis.xml The dream of "business by Google" is over (at least for now - and about time) - they can concentrate on internal deployments, security and management...

Open Source .Net set to become reality

The project to develop an open source version of Microsoft's .Net will report progress at this week's O'Reilly Open Source Convention (OSCON) in San Diego. Project Mono was initiated last year with the aim of developing an open source version of the .Net development platform and is led by Ximian, one of the leading open source development companies. http://www.it-director.com/article.php?id=3049 http://www.ximian.com/devzone/projects/mono.html for project information http://www.fawcette.com/dotnetmag/2002_07/online/netalternatives/default.asp for a .Net Magazine interview

OpenSAML Reference Implementation Released

07/26/02, 8:30 a.m. EDT--The Internet2 consortium has released OpenSAML, a building block for standards-based federated network identity solutions, such as single Internet sign-on and secure Web service transactions. OpenSAML is an open source reference implementation of the Security Assertion Markup Language (SAML), an OASIS specification designed to allow authentication and authorization information to be exchanged among disparate Web access management and security products.

OpenSAML was developed by the Middleware Architecture Committee for Education, a group of university IT technologists supported by the Internet2 R&D consortium. It is part of Shibboleth, a larger effort within the Internet2 community that is working to develop architectures, policy structures and an open source implementation to support inter-institutional sharing of Web resources subject to access controls. SAML is described at http://xml.coverpages.org/saml.html while OpenSAML is at http://middleware.internet2.edu/opensaml/

Software AG "won't discontinue Tamino"

In their Q2FY02 earnings call, Software AG said though the partner business for Tamino, their XML Server product, was "insignificant" there were no plans to discontinue it; however this could happen if the market doesn't pick up until Q1FY03. _Tamino was one of the first XML database servers - but has found it hard to gain traction. _

Tim Dempsey Joins Sonic Software as Vice President of Marketing

July 2002 (Newstream) -- Sonic Software today announced that Tim Dempsey has joined the company as vice president of marketing. In this role, Dempsey is responsible for all aspects of corporate, direct response, product and partner marketing for Sonic Software. He had previous senior marketing / product marketing positions at Lotus, IBM Software Group, Bowstreet, Netegrity "Sonic is the world's fastest growing Internet middleware company and counts leaders in financial services, energy, telecommunications and manufacturing among its over 500 customers". http://www.newstream.com/us/story_pub.shtml?story_id=6640&user_ip=213.38.112.214

Vitria Announces Second Quarter Results

SUNNYVALE, Calif.--(BUSINESS WIRE)--July 24, 2002--Vitria ([BadWikiTag]VITR - News), a leading provider of innovative integration solutions, today announced results for the second quarter that ended June 30, 2002.

Revenues for the second quarter of 2002 were $26.5 million, an eight percent increase compared to $24.6 million reported in the first quarter of 2002. License revenue was $10.0 million, and unchanged compared to the first quarter of 2002. Excluding non-cash charges relating to stock-based compensation, impairment of goodwill, amortization of other intangible assets and restructuring charges, Vitria's pro forma net loss for the quarter was $16.1 million, or $0.12 per share, compared to pro forma net loss of $25.6 million, or $0.20 per share, in the first quarter of 2002. Including such non-cash charges, Vitria's net loss for the quarter was $41.0 million, or $0.32 per share, compared to a net loss of $27.2 million, or $0.21 per share in the first quarter of 2002

http://biz.yahoo.com/bw/020724/240361_1.html

Drilling further down the report, we find that license revenues have collapsed since last year, and losses nearly tripled in spite of swingeing cuts - thank goodness I didn't take that Vitria job offer the other day... :-)

And finally...

Dot-com deathwatch puts memos online

F*edCompany.com, the veritable Jerry Springer of the Internet, on Monday launched InternalMemos.com, "the Internet's largest collection of corporate memos and internal communication." Unlimited access to the database of about 800 documents costs $45 a month; the site also makes available for free about 350 papers. http://news.com.com/2100-1023-947251.html?tag=fd_top

Being American, News.com is too prudish to mention the full URL - http://www.internalmemos.com/memos/ and http://www.fuckedcompany.com/ for the original authoritative source of industry "consolidation" news...


Revision r1.2 - 10 Feb 2003 - 19:46 GMT - Main.WebAdmin
Parents: 2002 > July02
Copyright © 2001-2004 Nigel Thomas. External material referenced from this page is the property of its respective authors.