BEA Finds a Friend's Hand in Its Pocket
Updated from 10:04 a.m. EST
BEA Systems(BEAS Quote), already challenged by IBM (IBM Quote) and Oracle(ORCL Quote), now has a new competitor -- Sun Microsystems(SUNW Quote), one of its most important partners.
On Tuesday, Sun announced plans to roll key middleware elements into new versions of its Solaris operating system. Sun, in effect, will be turning products that are central to BEA's core business, including application and integration servers, into low-cost add-ons.
Although both companies say the partnership is alive and well, the competitive tension between them was evident at Sun's annual analyst meeting on Tuesday, at which a top Sun official boasted of a big win against BEA. Upon closer examination, the win is more likely to be a large hardware sale (with software thrown in at little or no cost) to Vodafone(VOD Quote), a BEA software customer and partner. ...
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