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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 - 30th July 2003

This will be the last digest for a few weeks - I'm off to my estates in Italy for a well-earned rest; back at the beginning of September. Enjoy the sunshine!

Arjuna upgrades its Message Service

Developed from the former Hewlett-Packard Message Service (HP-MS), ArjunaMS "provides the advanced security, scalability, and management features that are required for serious enterprise deployments and delivers quality performance for outstanding value, the vendor says, providing an enterprise class messaging solution for $1000 per CPU (including 12 months free support).

See ebizQ, ArjunaMS features and What's New.

Oh no, another JMS vendor! Arjuna is UK (Newcastle) based, was bought by Bluestone in 2000, and then HP in 2001. They've obviously spun themselves back out when HP decided to get out of the middleware market last year. Looks like there is a little messaging cluster up North, with Arjuna and near neighbours PrismTech.

Business Objects picks up Crystal Decisions / Hyperion snaps up Brio

Up and coming Business Intelligence vendor Crystal Decisions has been snapped up - shortly before a planned IPO - by Business Objects for $800 million. Business Objects leapfrogs Cognos to become the largest pure BI vendor, adding the very well known Crystal Reports production reporting tools - plus around 350 OEMs - to its offerings. See ADTmag.

Meanwhile, Hyperion - best known for its Essbase OLAP products - has offered $142 million in cash and shares for Brio, to improve the query and reporting capabilities of its software. See Infoconomy.

EAI Consortium announces EAI benchmark report

See Bob's Guide.

F5 acquires uRoam...

F5 has paid $25 million for uRoam.By next March, the companies will have integrated F5's Big-IP application traffic management equipment with uRoam's FirePass SSL remote access proxies, giving customers a way to authenticate users, define what applications they are allowed to access and keep records of their activity -- capabilities the F5 product lacked. F5 says it could have developed these capabilities, but it would have taken time and it was important to jump into this technology quickly.

See F5 buys uRoam.

...and reports Q3 earnings

F5 reported net income of $1.4 million on revenue of $29.2 million for the third quarter of fiscal 2003, up from $0.8 million on revenue of $28.0 million in the prior quarter (and a loss of $4.3 million - largely non-recurring expenses related to the discontinuation of its EDGE-FX cache business - on revenue of $27.1 million in Q3/2002). See F5 press release.

Foundry adds load-balancing, security features

Thwarting denial-of-service attacks, load balancing multiple ISP links and speeding Web services traffic (by switching based on XML content) - these are among the new features in Foundry Networks' ServerIron switches, the vendor announced last week. See NetworkWorldFusion.

Persistence Q2 results: up on Q1, far down on Q2/02

For the quarter, revenues were $2,876,000, compared with $2,523,000 for the first quarter of 2003. The Company reported a net loss of ($624,000) compared with ($1,008,000) for the first quarter of 2003. Revenues for the second quarter last year were $5,730,000 with a net profit of $215,000. Cash on hand is down $0.9 million to $6.2 million over the quarter. See Persistence results announcement.

SeeBeyond Q2 results: revenue down, licenses halved, loss doubled

Total revenue for the second quarter ended June 30, 2003 was $28.9 million compared to $33.7 million in the second quarter of the prior year. License revenue for the second quarter was $7.1 million compared to $14.3 million for the prior year's second quarter. GAAP loss was $17.3 million, compared to net loss of $7.1 million in Q2/02.

"SeeBeyond closed 64 deals in the quarter, bringing its total customer base to more than 1,825 - the largest installed base in the pure-play integration space."

See SeeBeyond results.

New faces at SeeBeyond

SeeBeyond has named H Carvel Moore - formerly President of Novell Americas - as President and COO, reporting to Jim Demetriades, the founder and CEO. SeeBeyond has also appointed Mike Mansbach as senior vice president of Marketing, replacing Kate Mitchell Pallandre, who is now assuming the newly created position of Chief Customer Officer.

Obviously SeeBeyond is trying to get its act together...

Sun revenues down 13%

Revenues for the normally strong Q4 ending in June fell by 13% to $2.98 billion, with net income of $12 million, down from $61 million in the same period a year earlier. See Infoconomy.

webMethods Q1 down on "unexpected shortfall" in North America

WebMethods Inc. said its net loss for the first quarter ended June 30, widened to $6.8 million, or 13 cents a share, from $3.1 million or 6 cents a share, due to an "unexpected shortfall" in North American commercial sales. Revenue fell to $43.2 million from $47.7 million last year, with license revenue down to $21.8 million, from $28.7 million in the same quarter last year.

The company expects revenue in the second quarter to be in the range of $42 million to $47 million.

See webMethods Q1 results.

WS-CAF - Composite Application Framework specs released and looking for a home

Sun, Oracle, IONA, Fujitsu, & Arjuna have announced the release of Web Services Composite Applications Framework (WS-CAF), a collection of three key specs that define how web services can share transaction context, coordinate and manage transactions. The vendors plan to contribute the specs royalty-free to an industry standards group.

See TheServerSide

As is clear from comments posted at TheServerSide, they'll need to make a good case to get yet another web services transaction framework accepted in the marketplace.


Revision r1.9 - 28 Jan 2004 - 19:37 GMT
Parents: 2003 > July03
Copyright © 2001-2004 Nigel Thomas. External material referenced from this page is the property of its respective authors.