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CEP is a technology not a solution
CEP is an enabling technology - a computing paradigm. It will touch on all areas of computing, and end up as pervasive as database technology.
So I've no doubt that BI vendors will use CEP. So will algorithmic trading solutions, intrusion detection, fraud detection, BAM, etc. In fact, many solutions today already do. Many of the vendors you listed have widely diverse solutions that in many cases don't compete with each other - that would be a bit like assuming that any vendor that uses a database must compete with every other vendor that also uses a database.
So if CEP is still on the launch pad with regard to BI vendors, that's really a matter for BI vendors to understand how to use CEP technology. It is definitely not true for other solution areas - go check out CEP in Algorithmic Trading solutions :-)
Brian Connell
CTO, WestGlobal