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Strategies & Market Trends : Dave Gore's Trades That Make Sense

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To: Dave Gore who started this subject8/2/2002 8:15:50 PM
From: Prophet  Read Replies (1) of 16631
 
MERQ: Mercury Interactive has been reporting good results now for four several consecutive quarters. It is no fluke. MERQ is an up and coming company. Many traders believe this company is only about offering testing software solutions. However, their involvement goes much farther than that.

MERQ is capitalizing with great success on the lock of systems management offerings for web-based applications. Traditional companies such as HP and IBM that play in the systems monitoring arena, have adapted the legacy systems concept and attempted to apply it to the web space. Their approach focus on collecting and reporting alerts
However, in a web space, performance monitoring is the key, and MERQ has recognized that niche.

MERQ is able to compete well in this niche because they already own the testing software market. Their testing software allows them to work closely at the transaction level of an application which is the key to being able to effectively track performance real-time.

MERQ is taking market share away from competitors and continues to do well in the market when others struggle.
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