>> Would anyone like to venture an opinion on when these partnership deals will start to bring significant revenue...
FWIW I think VSGN will live or die with Oracle's Network Computing vision. If network computing takes hold, this is a great stock to own. Otherwise it will languish. I personally believe in this vision, but it will take a long time to reach critical mass. IMO the key is internet bandwidth. As the pipe gets wider, so does the quality, size, and complexity of the content that flows through it, and so does the need to manage that content. The richer the data gets, the more complex the applications, the greater the need for object oriented tools to build them, oo databases to store them, and orbs to direct the traffic. The winners will be pure OO companies like VSGN, RATL, and ODIS, as well as some of the more established dbms companies with credible object-relational db's (ORCL, IFMX, SYBS, IBM). The losers will be those dependent upon fat clients (MSFT).
The great potential is there, but again, it only will truly take hold when the greatest obstacle (lack of bandwidth for the masses) is removed. I'm betting it will be, but I may be waiting a loooong time |
