IE Index
In January, we identified The Dozen — 12 Companies Enabling the Intelligent Enterprise — as well
as 48 Companies to Watch (see www.intelligententerprise.com/020101/index.jhtml).
It's high time that
we let you know how our 2002 selections are doing. Look for the next quarterly IE Index in an
upcoming issue this fall.
INDEX LEGEND
HOT — On the upswing
NOT — Possible trouble ahead
STATUS QUO — No change
The Dozen
IBM Corp.
The good news: IBM seems to have overtaken Oracle in database market share. However, the
post-Gerstner era has begun with layoffs and growth uncertainty.
Microsoft Corp.
First Great Plains, now Navision: Microsoft's desire to be more than just a tools provider is
there for all to see. SQL Server's Analytic Services continues to soak up market share.
PeopleSoft Inc.
After an amazing 2001, the economic malaise has brought PeopleSoft down to earth. Nonetheless,
customers endorse the company's strategic direction.
SAP AG
Newly combined SAP Portals/SAP Markets unit will be SAP's engine of innovation. Can it deliver on
a new "open systems" vision?
Business Objects SA
Seeking "return on information," BO's existing customers fuel revenue growth. But will the
company's technology draw in new analytic application customers?
BEA Systems Inc.
IBM WebSphere and Oracle 9iAS are picking up speed; BEA needs a jolt to maintain its competitive
edge. Acquisition ahead?
Unica Corp.
Executing well in a brutal analytic CRM and marketing automation environment, Unica will be among
the survivors-and should emerge as a leader of the next wave.
Informatica Corp.
Blame the economy, perhaps: Informatica's analytic applications thrust hasn't cleared the runway.
Longtime BI partners are disgruntled. Hunker down, or go back to the drawing board?
Siebel Systems Inc.
When you're #1, all the industry's ills land in your lap. "Universal Application Network" should
help Siebel gain traction to overcome CRM's biggest ROI hurdle: application integration.
Veritas Software Corp.
With its software-centric, all-platforms vision, Veritas is trying to bury storage's proprietary
past. Alas, server competitors' technology innovation won't let them die.
Intel Corp.
As competitors struggle, Intel's server price/performance advantages could prove irresistible as
the economy picks up.
Cognos Inc.
Cognos is making headway with analytic applications. With the BI shift to business performance
management, does Cognos have the stuff to charge ahead of the pack?
Companies to Watch
INTELLIGENCE
Actuate Corp.
Revenue looks flat, but valuable ties to Siebel Systems should help the company weather the
storm.
Alphablox Corp.
Big customer win: Compaq Computer Corp.'s new executive dashboard is built on Alphablox
technology.
Brio Software Inc.
Will new marketing management provide the spark the company needs to strengthen its BI
presence?
HNC Software Inc.
Acquired by credit-scoring company Fair, Isaac in April. So much for HNC's vaunted business
model.
Hyperion Solutions Corp.
Business performance management (BPM) is getting hot. Hyperion's strong experience in the area
should reap rewards.
Information Builders Inc.
IBI continues to make things easier for customers by adding "vertical business reporting
templates" to the WebFocus repertoire.
MicroStrategy Inc.
The 7i release's new zero-footprint Web interface will place it in good stead for enterprisewide
deployments.
Teradata (A Division of NCR Corp.)
Expects data warehousing revenue to grow throughout 2002. But how many more engagements are left
at the high end?
OutlookSoft Corp.
A strong year so far, but heightened competition means the company will no longer be flying
beneath the radar.
SAS Institute Inc.
Acquisition of ABC Technologies strengthens its BPM credentials; plus, SAS 9 is right around the
corner.
SPSS Inc.
Clementine gains new text-mining capabilities thanks to LexiQuest acquisition.
Visual Insights
New Ebizinsights release gets good marks for Web log analysis. But can the company grow on that
limited foundation?
