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Lynton Research Digest

2002
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Market Research Digest - 3rd September 2003

Welcome back from the summer break; I hope you all had as restful an August as I did!

BEA Reports Second Quarter Financial Results;Net Income up 28% Year Over Year

For Q2 ended July 31, 2003, BEA reported total revenues of $245.0 million, up 8% from $225.9 million last year. FLicense fees of $127.4 million were up 3% from $124.1 million a year ago. On a GAAP basis, BEA reported net income of $25.9 million, up 28% from $20.2 million a year ago.

See BEA press release.

Data Junction goes to Pervasive

Embedded database pioneer Pervasive Software Inc. this week signed a definitive agreement to acquire privately held XML and data integration specialist Data Junction Corp. in a mixed stock-and-cash deal valued at about $51.7 million. Both companies are located in Austin, Texas.

See ADTmag article.

Data Junction shines as one of the longest surviving (founded 1985) and most successful (40,000 customers) of the late 20th century data transformation vendors.

DataMirror Q2 results

Revenue for Q2 fiscal 2004 (ending 31 July)) was $14.2 million, as compared to $14.8 million for Q2 fiscal 2003, a decrease of 3.9%. In US currency, revenue for Q2 fiscal 2004 grew 8% to $10.4 million. The GAAP net income for Q2 fiscal 2004 was $1.6 million compared to a net loss of $0.2 million for Q2 fiscal 2003.

See DataMirror press release.

Interesting to compare this with fiscal 2001, where revenue was just over CDN$13M before the Constellar purchase (which at that time was getting around US$10M annually). In effect DataMirror is actually down a couple of million per quarter on a "same product" basis.

DataPower links MQSeries across the internet

Version 2.3 of firmware for the DataPower XS40 XML Security Gateway and the DataPower XA35 XML Accelerator includes the first WebSphere MQ series protocol support in a network device, the first SOAP-based management interface for an XML-aware network device, as well as enhanced security features for non-repudiation and XML denial of service (XDoS) protection.

See DataPower press release and XML Report from ADTmag.

F5 Networks Experiences Six Consecutive Quarters of Growth in Server Load Balancing Switch Market

According to the Dell'Oro Group report, F5 holds the No. 2 position in the fixed L4-7 SLB market, with 26.4 percent of the market. See press release.

The report shows Nortel in number one position.

F5 Networks and NetScaler Settle Patent Dispute, Sign Cross-Licensing Agreement

As part of the settlement, F5 and NetScaler will enter into a cross-license agreement where NetScaler will license the F5 Cookie Persistence patent and F5 will license a NetScaler patent; NetScaler will also pay F5 an undisclosed licensing fee.

F5's Cookie Persistence technology uses an HTTP cookie stored on the customer's computer to support "sticky load balancing" - ie to allow the customer to reconnect to the same server previously visited at a Web site.

See F5 press release.

Fiorano announces enhanced Release 3.0 of Tifosi 2002 ESB

SAP and stored procedure adaptors, human workflow intervention, and support for transformations to/from EDI formats are added. See Fiorano press release.

Web services "shock absorber" unveiled by Flamenco

Flamenco Networks is including a so-called WS Standards "shock absorber" in its latest management software release. It is designed to help deal with the common complaint of Web service developers who find themselves needing to re-code applications to meet almost weekly changes in XML standards.

See ADTmag article.

Robust Q2 E-Commerce Sets New Milestone, says Forrester

By 2008, Forrester Research has predicted, online retail sales will total nearly $230 billion and will account for 10 percent of total U.S. retail sales, up from just 1.3 percent today. Also, about 63 million U.S. households will shop online by 2008, Forrester estimates. See eCommerce Times.

Oracle dumps I for G

Oracle is getting ready to rollout the 10g line. Oracle will add application management and monitoring tools and to 10g version of the application server. It will also unify data integration, EAI and B2B integration functionality.

See InternetWeek and TheServerSide.

_Late 90s "i for internet" is heaved overboard for oh-so-modern 21st century "g for grid". _

Radware Web Server Director Version 8.0 supports global redirection and multi-homing

The multi-variable layer 7 switching introduced in WSD 8.0 enables the simultaneous performance of multiple layer 7 decisions per session. Users now have the option to configure switching decisions based on any application header and content including: URL, browser and access device, language, file types, or other content - thereby enabling content providers to maintain session persistency and target content faster with fewer mouse clicks. See Radware press release.

Mercator endgame - swallowed by Ascential

Continuing the recent trend toward consolidation in the business intelligence (BI) industry, Ascential Software Corp, Westborough, Mass., announced plans last week to acquire struggling Mercator Software Inc., Wilton, Conn., for $106 million in cash. See ADTmag report.

Mercator was an early leader in the EAI market but has been finding it increasingly hard to keep its head above water in spite of radical reorganisation in the last couple of years. Next gorilla due for emasculation? Maybe SeeBeyond...

Software market to continue decline through 2007, says Ovum

In its annual Global Software Survey, Ovum said the $152bn (97bn) software market declined five per cent in 2002, and although the rate of decline is slowing, it will continue falling till at least 2005, and "in real terms, it's unlikely that the market will grow again until 2007," said Julian Hewett, chief analyst at Ovum, in a statement.

See silicon.com.

Compare this with the Forrester report above showing substantial growth in e-commerce.

Tangosol Coherence 2.2 released, 2.3 pre-releases available

On 1st August Tangosol announced Coherence 2.2, which (as previously reported) includes support for XML deployment descriptors, user-defined eviction policies, configurable thread pools and extended cache statistics.

See ebizQ story and TheServerSide.

TIBCO Dominates Enterprise Integration Market Throughout Europe

According to a Datamonitor report Tibco has a 3 to 1 advantage over its next competitor (webMethods) in the "pure-play EI" (Enterprise Integration) market, with a 51% share.

See TIBCO press release.

However this 'independent' report manages to ignore more broadly based competitors (like IBM, for example) as well as the large number of smaller vendors excluded from the study (led perhaps by Iona).

Tibco sues Apple over use of Rendezvous trademark

Tibco claims Apple attempted to trade on its goodwill and engage in unfair conduct and - presumably a reference to what it describes as the Mac maker's "continual refusal to honour our trademark". Apple has also allegedly been unwilling to "reach an amicable agreement" over the trademark - cough up money to Tibco, in other words. http://www.theregister.co.uk/content/39/32540.html

More consolidation - Xenos acquires XML-Global

Xenos will pay US$1.25 million and issue 1,000,000 common shares (worth a further CDN$3.15 million at 28/8) to Colorado based XML-Global in exchange for the purchased assets, including the GoXML eBusiness product line.

Another of the smaller players swallowed up; it certainly looks like XML specialists may have had their day.

See Toronto Globe.


Revision r1.8 - 03 Sep 2003 - 07:58 GMT
Parents: 2003 > Sep03
Copyright © 2001-2004 Nigel Thomas. External material referenced from this page is the property of its respective authors.