Mike,
Its all posted and understood from the perspective of a company coming out of the rubble and ashes of the "Tanna" era. It's a mistake IMO to compare DCTM, HUMC, & FILE with the likes of Altris in a general sense. Altris, as you've stated in many of your previous posts, is a niche/boutique outfit and at this point its particular strength is in the engineering space. Although they've expanded upon that more recently with validation.
If you take the competition of the likes of DCTM, HUMC, and FILE and have them attempt to compete with Altris in its niche spaces -- Altris has advantages that these big boys can't provide/bring to the table. Such as superior CM technology.
Everyone on this thread is aware that the MSFT win, for all intents and purposes, is mainly based on prestige/recognition then on its specific revenue derived.
The fact that MSFT choose Altris over the competition is something that you need to accept and acknowledge in earnest -- and not make attempts to marginalize/minimize the true importance of the win.
Altris has a superior product (as MSFT knows) in many respects, but lacks the capital to exploit the markets like those others. However, from a stock owners point of view -- Altris is heading higher while those others DM stocks may go nowhere.
Remember one of our last debates about this; when Altris was selling under a dollar and I stated that Altris had a far more likely chance to double/triple in price going forward vs. DCTM, FILE, HUMC, OTEX. Well that's exactly what has happened and all those others are trading sideways/down since.
-JH |
