Highlights:•ThisdocumentisacompilationoftheGlobalSoftwareTeam’s"IndustryInsights"fromourSoftware.Globalweekly.•Webelieveinvestorswillfindthesebroadrangingessaysonthestateoftheglobalsoftwareindustryusefulinbuildingaknowledgebaseacrossallsoftwaredisciplines.•TopicsinVolumeOnerangefrom"RegFD:TheNewStatusQuo"to•"E-latedAboutE-Logistics"to"xSPSoftware:ScalingfortheMasses"•Wehopethese"Insights"willwhetinvestorsappetitestodiveintoSoftware.GlobaleveryWednesday.In-depthReportUnitedStatesTechnology11January2001GlobalSoftwareGroupBestofSoftware.GlobalVolume1ReasonforReport:IndustryUpdateMerrillLynch&Co.GlobalSecuritiesResearch&EconomicsGroupGlobalFundamentalEquityResearchDepartment#9921RC#60201214IndustryBestofSoftware.Global–11January20012CONTENTS�SectionPageInternetInfrastructureSoftwarebyMarkFernandesSeptember20,20003InteractiveTelevisionbyColeenKaiserSeptember27,20005Technical&DesignSoftwarebyJayVleeschhouwerOctober4,20007TheEnterpriseSoftwareTaxonomybyCraigWoodOctober11,20009Categorization,SearchandRetrievalSoftwarebyScottPhillipsOctober18,200012Striking“Gold”forTechnologyResourcesinCanadabyTheCanadianSoftwareTeamOctober25,200014FullfillingInvestorsGreatTechxpectationsforSoftwarebyChrisShilakesNovember8,200016xSPSoftware:ScalingwiththeMassesbyMarkFernandesNovember15,200018WirelessSecuritybyColeenKaiserNovember22,200021Technical&DesignSoftware:“CrossingtheChannel”byJayVleeschhouwerNovember29,200023Reg.FD:TheNewStatusQuobyCraigWoodDecember6,200025TheSoftwareFoodChainbyScottPhillipsDecember13,200027E-LatedaboutE-LogisticsbyTheCanadianSoftwareTeamDecember20,200029BestofSoftware.Global–11January20013IndustryInsight:InternetInfrastructureSoftwareSeptember20,2000The3C’softheInternetThinkaboutanywebsitethatyoumayhavevisitedinthepastfewdays…Yahoo,Amazon,Hotmail,eBayorevenCisco’sextranet.Youprobablyloggedonforoneofthreereasons–accessingsomecontent,communicatingwithsomeone,orbuying(orselling)something.Inordertoaccomplishthesetasks,theInternethasfueledthedevelopmentofinfrastructurethatisfocusedon:•DeliveringContenttoandfrombusinessesandconsumersinexpensivelyandefficiently.•FacilitatingglobalCommunications,bothwirelesslyandoverwirelinenetworks.•Enablingsecureandcost-effectiveCommerce.Chart1:PeelingtheLayersoftheInfrastructureOnionHardwareInfrastructureManagementInfrastructureApplicationsInfrastructureApplicationsOracleAribaSiebelRealNetworksPhone.comVeriSignPortalSoftware.comPreciseBindViewMicromuseVeritasDellSunEMCCiscoSource:MerrillLynchWithinthisrapidlygrowingcomputingenvironment,softwareprovidessomeofthekeybuildingblocksforrevolutionarydevelopmentslikeVoice-over-IP,StorageAreaNetworksandB2Bexchanges.Itisalsoresponsibleformaintainingthe24x7availabilityoftheentireinfrastructureandallowingenterprisesandserviceproviderstomaximizethereturnsontheirexistinginvestments.Accordingly,webelievethattheInternetInfrastructureSoftwareworldcanbebroadlydividedintotwocategories–InfrastructureApplicationsandInfrastructureManagement.�InfrastructureApplicationsThissegmentoftheinfrastructuresoftwaremarketfocusesonfacilitatingonlinecommerce,communications,andcontentdeliverybyprovidingenablingapplicationslikebilling,messagingandsecurity.BillingsoftwarefromPortalallowsserviceproviderstorapidlyprovisionandchargefornewservices,whileVeriSign’sdigitalcertificatesenableenterprisestoverifythei...
