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How will BEA profit as a company?

Ovum software analyst Bola Rotibi said BEA's biggest problem remains its identity. The company calls itself an "application infrastructure" company - offering web services development environment, portal and integration software atop an application server. To many, though, it is still primarily known as an application server company. [The Register - Developer army not on the way for BEA]
Apparently, the hordes of VB programmers that BEA expected to run screaming from VB.NET are not showing up on BEA's doorstep. By painting itself as an applications company, BEA hopes to survive the commoditization of the app server business. Seems like you can't just sell development tools and infrastructure anymore, you've got to sell applications or better yet: complete customer solutions.
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