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On application-server specialist BEA: "They are just too small. They've done a nice job, they have 14,000 customers, out of our 230,000 database customers. They can't compete with us in security, and they can't compete with us in performance. They got there first, but its going to be hard for them. Someone will end up buying them."

I don't know much about BEA or KANA either, but if you roll the clock back to the early 80's, substitute Oracle for BEA and IBM for Oracle, you could leave the rest of the quote unchanged.

Back then, Oracle was competing with about a dozen database vendors like IBM, Computer Associates, Cullinane, and so on. Oracle looked tiny compared with their competition. But they grew the business. As long as BEA is profitable and growing, they can still be a good investment.
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