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Application Infrastructure
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Companies Competing in the Market
(Guide to all Company Ratings)
Company Current Perspective Vision
Axway Neutral/Positive Positive
BEA Systems Positive Positive
EMC Neutral Neutral
GXS Positive Neutral/Positive
IBM Positive Positive
Inovis Neutral/Positive Positive
IONA Positive Positive
Microsoft Neutral/Positive Neutral/Positive
Oracle Positive Positive
Progress Software Positive Positive
Red Hat Positive Positive
SAP Neutral/Positive Neutral/Positive
SEEBURGER AG Positive Neutral/Positive
Software AG Positive Positive
Sterling Commerce Positive Neutral/Positive
Sun Microsystems Neutral/Positive Neutral/Positive
TIBCO Neutral/Positive Neutral/Positive
Vignette Positive Positive
Vitria Negative Neutral
Company Advisor Report Excerpt
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Company
Report Updated
TIBCO 6/9/2008
Company Strengths and Weaknesses
Excerpt from Company Strengths
• TIBCO is an established player in the enterprise middleware space, with over 20 years of experience and a mature, proven platform, which includes messaging, ESB adapters, BPM, human workflow, XML transformation, B2B, portals, management, CEP, BPM/BAM, BI and MDM.
Excerpt from Company Weaknesses
• TIBCO has traditionally targeted high-end customers, which has given it an advantage with its EDA/CEP initiatives. Its leading position in a broader sense is under assault, as a host of SOA platform, ERP, B2B integration, and CEP/ESP vendors are targeting both the high end and the mid-market, often with much lower-priced products, SaaS deployment options and middleware suites targeting specific verticals with pre-built business processes and supporting artifacts.
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Axway
Axway has made a strong move into hosted integration services space with the release of a joint SaaS offering with Atos Origin targeting both large customers and the mid-market with a low price point and 30-day deployment schedule. (3/11/2008)

  
 Price: $495

BEA Systems
Despite the looming Oracle acquisition this summer, BEA continues to execute on several initiatives, reaching milestones with the AquaLogic Suite, building on its Java virtualization capabilities and deepening its Web 2.0 line of solutions. (4/29/2008)

  
 Price: $495

EMC
EMC has upgraded its unified enterprise content management offering, Documentum, with a fully SOA-based Web services API, but SOA-centric customers will be hard to come by without a strong Web 2.0 and SOA workflow modeling and execution story. (3/12/2008)

  
 Price: $495

GXS
GXS continues to target large customers with support for XML-based financial messaging standards while seeking out the SMB market and broader integration opportunities by positioning its VAN as a global SaaS platform for supply chain management. (1/28/2008)

  
 Price: $495

IBM
IBM continues to capitalize upon its formidable product catalogue and services horsepower to reach new customers through vertical market solutions, a new SaaS platform, hosted evaluation services and use case-based application deployment tools. (2/7/2008)

  
 Price: $495

Inovis
Inovis has upgraded its B2B hosted infrastructure, enhanced its Web forms support and has strengthened its BPM and SOA capabilities with the acquisition of BetweenMarkets. (4/16/2008)

  
 Price: $495

IONA
IONA continues to leverage its distributed architecture, building out its FUSE product line and leveraging its data management acquisition, but the company faces competition from broader SOA suites and emerging open source infrastructure providers. (12/20/2007)

  
 Price: $495

Microsoft
Microsoft is actively moving forward with a more capable .NET Framework BizTalk Server along with hosted SOA and application services and modeling-based development that will increase the company’s dominance within the SMB segment. (2/7/2008)

  
 Price: $495

Oracle
Oracle is moving into pre-built, vertical market middleware solutions while continuing to deploy innovative solutions for requirements such as extreme transaction processing and Web 2.0. It remains a force in the application infrastructure market. (9/6/2007)

  
 Price: $495

Progress Software
Progress extended its SOA management solution to include tracking of process flows inside and across BPM process, launched a distributed deployment tool for Sonic and seen significant SaaS revenue growth, but faces pressure from ESB vendors. (3/11/2008)

  
 Price: $495

Red Hat
Red Hat has made substantial progress in the application infrastructure market since its acquisition of middleware provider JBoss in 2006, and now offers a legitimate though still incomplete SOA suite built completely upon open source technology. (1/28/2008)

  
 Price: $495

SAP
SAP continues to grow NetWeaver as a capable middleware solution, adding a business rules engine with the acquisition of YASU, submitting memory management tools to Eclipse Foundation and strengthening its SOA training and certification program. (2/8/2008)

  
 Price: $495

SEEBURGER AG
SEEBURGER continues to build on its solid B2B integration portfolio via a partnership with Edifecs aimed at simplifying the creation of trading partner transaction specifications. But the firm remains focused on empowering SAP implementations. (1/28/2008)

  
 Price: $495

Software AG
Software AG continues to build on its webMethods acquisition, boasting significant licensing revenues and establishing a number of beneficial partnerships to tackle vertical markets, couple security and policy enforcement and field BI-based BPM. (3/4/2008)

  
 Price: $495

Sterling Commerce
Sterling Commerce has demonstrated a clear sense of direction for its hosted and on-premise solutions with new visibility offerings, an expanded data center footprint and a joint sales partnership with parent company AT&T. (3/24/2008)

  
 Price: $495

Sun Microsystems
Sun continues to refine its Java platform with a substantial NetBeans update and new Java support model better suited to long-term ISV efforts, but the company must face aggressive competition from open source ESB vendors. (5/16/2008)

  
 Price: $495

TIBCO
Showing double-digit licensing and services revenue growth, TIBCO continues to build out its strategic SOA platform, ActiveMatrix, with enhancements spanning integration, composite application development and governance. (6/9/2008)

  
 Price: $495

Vignette
Vignette continues fulfill its Next-Generation Web initiative with an updated Content Management solution, adding rich media services and streamlined publishing. But the firm faces competition from rivals with strong Web 2.0 and BPM/SOA solutions. (12/10/2007)

  
 Price: $495


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. Company Advisor Report Contents
  • Sections
    • -Company Description
    • -Current Perspective
    • -Company Market/Sales Strategy
    • -Company Strength
    • -Company Weaknesses
    • -Recommended Competitor Action
    • -Recommended End User/Customer Actions

    Page count: 5-6 pages

  • Publication date: See date at end of summary.
          Reports are updated three times a year

  • Description of Sections
  • Company Description
    • Up-to-date look at what markets the company competes in and what it brings to those markets. Coverage includes: main product lines, important partnerships, key clients, recent sales wins.
  • Current Perspective
    • Our analysts give their assessment on whether or not the company has the technology, products & services and management team needed to compete in its markets.
  • Company Market/Sales Strategy
    • What are the company’s value proposition and key differentiators. How it positions itself in the market, and against its competitors. And what are its target audiences.
  • Company Strengths & Weaknesses
    • Unique tactical competitive analysis based on the specific tactics that a company is using, and in-depth analysis of its products and capabilities
  • Recommended Competitor Actions
    • Who are the company's main competitors, and what actions we can expect from each competitor or the market at large.
  • Recommended End User/Customer Actions
    • How customers (either end users or purchasers of this product for resale/bundling) should view the company. Should customers consider purchasing products/services from this company? What specific actions or questions should the customer pursue during negotiation phase?

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. Guide to Company Ratings

Current Perspective

Overall company assessment relative to competitors across all markets in which they compete.

Very Positive: Company has strong position now, or on way to certain success if continue to execute as planned. Leader in multiple areas (e.g., product quality, market share, distribution channels, lower cost)
Positive: Positive opinion on firm, technology, products/services and/or management team. Well-positioned now and could be strong competitor in the near future.
Neutral: No strong opinions regarding the company. Can occupy niche or segment that is relatively stable.
Negative: Losing ground in multiple areas, must take corrective actions immediately in order to prevent total failure (e.g., bankruptcy).
Very Negative: Decreasing sales, slipping market share, delayed product or services cycles. Can’t overcome current problems within the next 12 months.
Status

Relative position of the company against its competitors.

Mature: In business long enough to have legacy product/ service base, and stable customer base.
Established: Stable product and/or service base – and stable customer base – can survive market turmoil.
Emerging: Delivering actual product but still a relatively small player in the market.
Startup: Pre-product or service.
Momentum

General direction of the company relative to others in the industry.

Very Positive: Quickly establishing a market-leading position in both sales and industry-buzz.
Positive: Gaining market share, gaining positive perception among market watchers (investors, customers).
Neutral: Holding steady, no real gain or decline in market movement.
Negative: Beginning to lose market share and market leadership (perceived or actual).
Very Negative: Steep decline in market share or industry leadership (perceived or actual).
Future Vision

How well the company understands the direction of the market, including customer requirements, business and social changes and innovation.

Very Positive: When company talks, market listens carefully. Offers innovations consistently and management team respected for ability to shape markets.
Positive: Clearly communicates overall vision and plans for the market, occasionally offers ground-breaking direction to the overall market.
Neutral: Neither market leader nor follower, company’s communication of vision is uninspiring.
Negative: Poor communication and/or execution of strategic vision. Changes “vision story” frequently, appears indecisive on how to approach market(s).
Very Negative: Consistently follows the market leaders, fails to communicate strategic vision, very little understanding of customer and market requirements.

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