We believe BEA is well positioned as one of the leaders in the e-commerce infrastructure software and applications server software markets.

We believe Steve is one of the most visionary, experienced and capable leaders in the world of e-commerce.

Customers use these servers for everything from software development and Web design to e-commerce and reselling. The flexibility is what gives this line of dedicated servers its value.

[Few small e-commerce software makers have been able to turn a profit in the small-business market. Bock says that with an ISP's sales channel, those small companies can change their fortunes.] The tools makers are lining up to dance with the ISPs, ... Tool vendors have to have an elegant way to interface with potential clients: supporting a tool through an ISP is like a hot knife through butter.

It has very steady results. They are one of the leaders in software for engineering simulation where an engineering designs a product, wants to see when they actually go to prototype if it is going to work. They have very consistent results and I actually think when they report their quarter in the next week or two, it'll be an upside surprise.

Prior to this latest event, we had been cautious in our outlook for the company due to a number of potential issues such as product transition risk and tougher year-ago comparisons.