IBM Software Group's point of view

IBM software doesn't play in the 'applications' space. Steve Mills' point of view.

Enterprise applications = SAP, Oracle e-apps, Siebel, Peoplesoft (ISVs). Even after all the so called consolidation in the applications space (Oracle eating up Peoplesoft and Siebel), all these ISVs put together probably hold around 25-30% of market share (??).

That still leaves all the thousands of ISVs in all the different parts of the world. (Including a place called Angamaly near Kochi, where an ISV named 'trescon' has built a 'Hospital Information Management System,' that a hospital named 'Litte Flower,' also in Angamaly, is all too happy to use.)

By not competing with these ISVs, IBM Sofware Group hopes to partner with such ISV and through them, sell its Middleware software stack. (Lets companies build, run and manage their applications.)