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Lynton Research Digest

2002
2003
2004
 
January
8th, 15th, 22nd, 29th
February
12th, 19th, 26th
March
5th, 13th, 26th
April
2nd, 9th, 30th
May
7th, 14th, 21st
June
4th, 11th, 18th, 25th
July
9th, 16th, 23rd, 30th
August
September
3rd, 10th, 17th, 24th
October
1st, 8th, 15th, 31st
November
12th, 19th, 22nd
December
10th, 17th, 31st
Market Research Digest - 23rd July 2003

Actional SOAPSwitch reaches version 4.1

With fault tolerant clustering, and "legacy" support (that means it can cope with XML standards that pre-date SOAP). See Actional's press release.

Ascential reports first profit since independence from Informix

The profit came on a 43% surge in revenue (to $39.9 million) that included strong sales of the company's data-integration and data-transformation software. CEO Peter Gyenes says integration technologies are high on the shopping lists of many IT executives today. Those numbers included a 39% gain in license revenue to $21.0 million and a 47% gain in service-related revenue to $18.9 million. It was the company's fifth consecutive quarter of revenue growth. See InformationWeek and Ascential's press release.

Wow, that's some revenue charge; they must be doing something right... Compare with TechWeb's report of an Ovum study showing global software sales down 5% (or $152 billion) in 2002 and expected fall of 2.5% this year.

Informatica Q2 revenues and profits (slightly) up

Revenues for the second quarter of 2003 were $50.5 million, up sequentially from the $48.5 million recorded in the first quarter of 2003, and also up over the $49.1 million recorded in the second quarter of 2002. Net income for the second quarter, calculated in accordance with U.S. generally accepted accounting principles (GAAP), was $3.2 million or $0.04 per share, up sequentially from net income of $1.2 million or $0.01 per share in the first quarter of 2003, and also an increase over the net income of $0.4 million or $0.01 per share earned in the second quarter of 2002.

Informatica claims to have signed no less than 53 new customers, bringing the total over 1800, while doing repeat business with 144. See press release.

Informatica "dominates global data integration market"

Coinciding with the results, Informatica has announced two congratulatory reports - TDWI: Informatica Leads Data Integration Market and IDC: Informatica Continues to Dominate Global Data Integration Market.

Informatica "intensifies integration focus"

Informatica says it will make its packaged analytic content available to systems integration and software application partners, and stop selling that content directly. With this realignment in strategy, Informatica says it will focus resources around its "strongest" product lines: its data integration infrastructure and next-generation business intelligence platform. See messageQ.

Informatica was the first EAI vendor to start touting business analytic applications - way back in 1999, I think - as a way of "climbing up the stack" from what was expected to be a rapidly commoditising EAI tool market. Analysts like Gartner soon took up the cause, and there have been several imitators like Tibco and others. So it is ironic that they are the first to back off and leave the analytics to the "domain experts" like Accenture and Siebel mentioned in the story.

Rivalry bogs down Web services messaging and security

The split between the Microsoft led camp developing WS-ReliableMessaging (WS-RM) - which includes IBM, BEA Systems and Tibco - and the Sun led faction (with Oracle, Fujitsu, Hitachi, NEC and Sonic Software) developing the similarly named Web Services Reliable Messaging (aka WS Reliability) which has been submitted to OASIS - continues. Microsoft held an "open invitation" workshop to review feedback on WS-RM, but Sun is complaining that the effort is detrimental to standards. A similar argument is raging over security specs. See silicon.com

They're all being a bit precious. OASIS only got involved with WS-Reliability this February (see 5th March Digest) - after the spec had been around for quite some time. Someone bang their little heads together please!

IBM's Websphere gets grid features

The latest WebSphere Application Server (5.0.2 Enterprise Edition), includes grid computing features that let customers tap unused or underutilized resources across their enterprise; future versions of WebSphere will extend the grid scenario to be able to automatically coordinate multiple clusters of servers instead of single ones. "We support the dynamic allocation of a single application across multiple servers, and we will be able to support the prioritization of applications one over another" says Stefan van Overtveldt, director of technical strategy for WebSphere. See eWeek.

This should be interesting once they've worked out how multiple competing application sets can interoperate. Of course it will play havoc with some of the stand-alone grid services minnows...

Siebel suffers

Siebel is cutting 490 staff (9%) to hold its profit margins as sales fall. Tom Siebel talks of "biting the bullet" in the face of uncertainty in the application market as PeopleSoft takes over JD Edwards and Oracle circles them. See The Register.

Sun goes after HP's Tru-64 Alphaserver customers

Sun's new migration program, dubbed HP Away, is offering a "no-risk alternative for customers fed-up with the havoc created by the end of development for the Alpha/Tru64 platform, and forced migration to Itanium-based systems," says Sun, which also refers to HP's "questionable track record and limited industry support". See ADTmag.

Sounds like out of the frying pan into the fire to me.

VMWare supports dual-processor virtual machines

VMWare, which sells software that lets an Intel-based server run multiple operating systems simultaneously, has updated its ESX Server and released an add-on that creates a virtual version of dual-processor systems. ESX Server 2 also boosts the number of virtual machines that can be run simultaneously on one physical system from the earlier maximum of 64 to a new top-end of 80 (or 40 dual processor VMs). Virtual SMP and ESX Server 2 allow enterprises to consolidate several servers, including those based on physical two-CPU systems, onto one physical server.

The company is also working on support for virtual servers that duplicate the power of a four-way physical server. See TechWeb and VMWare's press release.


Revision r1.8 - 28 Jan 2004 - 19:35 GMT
Parents: 2003 > July03
Copyright © 2001-2004 Nigel Thomas. External material referenced from this page is the property of its respective authors.