I don't know of any others that are publically traded.
This is very interesting. Clearly, RedB is the premier, independent datawarehousing company. And, RedB management says that the difference between a datamart and datawarehouse is just marketing. There are some companies that make tools, like BOBJY, who has a market cap in that range. Other companies, like Arbor or Cognos have market caps far higher than $300 mil.
Based on my moderate knowledge of the industry, RedB is the most likely candidate. Currentaly has about a $75 mil market cap, but there are probably some options. Still, could be a $12-15 offer price.
I am currently out of RedB, but I think I will get back in today based on this news.
Thanks,
Archer |
