TrendWatch Blog
BEA WebLogic Portal: hit a bump last quarter
01-Mar-2007
When portal vendor BEA recently announced softer-than-expected quarterly revenues, its stock took a bit of a tumble (though it had been quite high before that). A few interesting remarks came out, in particular about the current two-product strategy with AquaLogic and WebLogic. On the one hand BEA's executives cited AquaLogic as a bright spot, while financial analysts noted a serious decline for WebLogic license revenue. "Given what will be perceived as a broken story, the next question has to be, does this asset offer value to another party?" UBS analyst Heather Bellini wrote. As readers of the Enterprise Portals Report know, BEA sells two quite different portal offerings. WebLogic Portal is priced higher than most, but is weaker when it comes to important areas such as deployment, development and globalization. Customers or prospective portal buyers should certainly not panic based on stock moves, but if sales trends continue, we'll pay closer attention to the longer-term future of WebLogic Portal.
- Submitted by: Janus Boye, Contributing Analyst
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