Jeff, that's more like it, some personal geology to entertain us on this rather down day...
Re: >> Now, since this is the ALYD thread, and since you are a Compuware stockholder (judging by your posts on their thread), I order you to tell us what you think about the company...<<
I own ALYD too, BTW, so I was pleased to see this announcement.
The CPWR chart is very eloquent - "moonshot in progress"!
Aside from that, this is a well-run growth company with over $800 million in revenues last FY, with tons of blue chip clients around the globe. They suffered during that "mainframe-is-dead" phase a few years ago, but have bounced back. (BTW, where I work, we are moving several systems away from a well-known "client-server" DBMS to a mainframe platform, where absolute performance and price/performance are superior. The "clients" are still Wintel, but the "server" is MVS/DB2.)
CPWR tools are well-accepted in the mainframe marketplace. I think their client-server tools are also selling well, but I have not seen or used them. Their services division on its own is about the size of, say, CHRZ, yet is only about one third of total CPWR revenues (and of course with lower margins than the rest of the business).
Since CPWR does not have a conversion or "remediation" capability that I know of, I think this arrangement has big potential for both sides. Let's hope we see more results that some other "cooperative" agreements that have been announced (does anyone remeber how to pronounce "c.era"?)<g>
Kevin
(Nobody calls me Kev.) |
