The right direction where JavaEE application server should be heading

With commoditization of JavaEE application server market, it's good to see application server vendor finding the right niche.

Finextra: LiquidityHub achieves eight millisecond latency for fixed-income price distributione

WebLogic Realtime and WebLogic Event Server are both designed to meet specific latency problems. Low-latency is an area that was forbidden for Java based applications because of uncontrollable pause time brought by garbage collection, a Java Virtual Machine feature that automatically frees up physical memory and re-allocates it.

So, for first time, low-latency applications can be achieved using Java, a common skill set, and Intel-based Hardware. If BEA executes this strategy well, it can find ways to commoditize upper industry sector that was predominantly an IBM territory. If that's the case, then BEA is definitely worth more than 21 dollars per share.

This also reminds me of a myth: how can some Wall Street analysts decide the value of a certain technology company if they don't know technology well? How such market consensus if reached?


Technorati Tags: bea, weblogic

Powered by ScribeFire.