Morgan Stanley · NYSE:MS
Morgan Stanley — Investor Presentation (December 2000)
18 slides from Morgan Stanley's investor presentation, December 2000
Slide 1: Distributed Apps and Middleware
MORGAN STANLEY DEAN WITTER Page 403 Distributed Apps Things Can Get Messy Applications Applications Applications Database Database Database MORGAN STANLEY DEAN WITTER 127 charles.phillips@msdw.com Middleware Getting a Handle on Transaction Traffic •Guaranteed Delivery Applications •Transaction rollb
Slide 2: The Middleware Complexity; XML – Esperanto for Data Has Arrived
MORGAN STANLEY DEAN WITTER Page 404 The Middleware Complexity The Stack TP Monitor Monitor •Manage transaction throughput App. Management •Manage application reliability PUSH PUSH •Push messages to an audience point to point Message Broker •Route messages between targets/sources ORB •Send messages t
Slide 3: Enterprise Application Integration Market
MORGAN STANLEY DEAN WITTER Page 405 Enterprise Application Integration Market l Crowded market: Crossworlds, Vitria, Seebeyond, Tibco, Mercator, Neon, IBM, webMethods l “Adapters” prebuilt for certain applications l Toolkit to build adapter for legacy apps l Still high mix of consulting but the prod
Slide 4: Databases Only Do CRUD; Database Choice
MORGAN STANLEY DEAN WITTER Page 406 Databases Only Do CRUD l Create a record l Read a record l Update a record l Delete a record MORGAN STANLEY DEAN WITTER 134 charles.phillips@msdw.com Database Choice l Oracle 70% of installed base and holding share l SQL Server 7.0 well positioned, but a bit late
Slide 5: Databases on Mainframe; Data Warehousing
MORGAN STANLEY DEAN WITTER Page 407 Databases on Mainframe l Excel at bulk data movement l IDMS, IMS, Datacom, Adabase, DB2, Flat Files l Mainframe as a server - great I/O l Gateway/middleware markets bringing mainframe back into the fold as a server MORGAN STANLEY DEAN WITTER 137 charles.phillips@m
Slide 6: Development Tools: Six Steps to Applications Building
MORGAN STANLEY DEAN WITTER Page 408 Development Tools Technology Summary MORGAN STANLEY MORGANDEAN WITTER STANLEY DEAN WITTER 139 chasp@ms.com www.ms.com Six Steps to Applications Building Problem Definition - usually manual; most important Design/modeling - Rational, CA Coding - Visual Basic, Java,
Slide 7: Abstraction: From Code to Silicon
MORGAN STANLEY DEAN WITTER Page 409 From Code to Silicon Source Code@ Source Code@ Compiler # Run time Object Code#@ Virtual Machine# Operating Sys# Operating Sys# CPU CPU #CPU Specific @Source specific MORGAN STANLEY DEAN WITTER 141 charles.phillips@msdw.com Increasing Abstraction in App Developmen
Slide 8: The Most Popular Development Languages; Development Tool Market
MORGAN STANLEY DEAN WITTER Page 410 The Most Popular Development Languages l Licensed/used by multiple vendors/tools l Found an initial base on their own hardware platforms l Understandable by average programmers l The big four historically: l COBOL, BASIC, JAVA, C MORGAN STANLEY DEAN WITTER 144 cha
Slide 9: Architecture Decision: Distributed vs Centralized
MORGAN STANLEY DEAN WITTER Page 411 Architecture Pay me now or pay me later MORGAN STANLEY MORGANDEAN WITTER STANLEY DEAN WITTER 146 chasp@ms.com www.ms.com Architecture Decision DISTRIBUTED CENTRALIZED Data and Apps closer to Centralized administration users; performance and control More points of
Slide 10: The Shift to Thin Clients; Application Servers
MORGAN STANLEY DEAN WITTER Page 412 The Shift to Thin Clients Client/Server Web/N-tier Program Logic User Interface Logic Fat Client Thin Client Application Logic Database Program Database Program Logic Data Logic Data MORGAN STANLEY DEAN WITTER 148 charles.phillips@msdw.com Application Servers l Co
Slide 11: The Thin Client Case
MORGAN STANLEY DEAN WITTER Page 413 The Thin Client Case l Get applications off the desktop l Quit distributing complexity to end user l Update the application once on the server; no code on the desktop; easier to manage and maintain from a central server l Easier to support remote access MORGAN STA
Slide 12: Back to the Server; The Goal – More Good Days Than Bad
MORGAN STANLEY DEAN WITTER Page 414 Back to the Server l Business logic moving back to server l Fewer business rules on the clients l Should lower application distribution problems l From stove pipes, to data sharing to service architecture l Desktop PC less relevant to the architecture MORGAN STANL
Slide 13: It's Game Time; The Command Center for IT
MORGAN STANLEY DEAN WITTER Page 415 It’s Game Time Managing Systems in Production l Know what’s going on: events, costs, inventory, project status l Deliver up-time per your service level agreement l Have a back-up plan; fix what fails; keep the place secure l Don’t let CEO hear about systems proble
Slide 14: Enterprise Performance Management; Systems Management
MORGAN STANLEY DEAN WITTER Page 416 Enterprise Performance Management Network-Centric Apps Driving a Merger End-to-End End-to-End Network Application Management Management Network Management Systems Management LAN WAN Server Database Desktop Application RMON NetView BMC Patrol Oracle EM LANDesk BMC
Slide 15: What's Hot in Systems Management; Economics Model
MORGAN STANLEY DEAN WITTER Page 417 What’s Hot in Systems Management l Storage management - Megabytes per MIP are increasing and MIPs are growing also l Storage becoming much more strategic l Inter-enterprise management – new standards and infrastructure needed l Remote management and database admin
Slide 16: The New Economic Model
MORGAN STANLEY DEAN WITTER Page 418 Interprise Computing The Internet meets the Enterprise MORGAN STANLEY DEAN WITTER The New Economic Model l Enterprise software fuses into the network l Software as a service; market the URL l Centralize complexity l Facilitate specialization l Broader access – rea
Slide 17: Thanks, Questions??
MORGAN STANLEY DEAN WITTER Page 419 Thanks Questions?? Download presentation www.msdw.com/mrchuck Charles.phillips@msdw.com MORGAN STANLEY DEAN WITTER B2B/Enterprise Software Databank – December 2000 Please refer to important disclosures at the end of this report.
Slide 18: Please refer to important disclosures
MORGAN STANLEY DEAN WITTER Page 420 B2B/Enterprise Software Databank – December 2000 Please refer to important disclosures at the end of this report.
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