There are some points on wich my optimism is based:
1. Tomahawk campain will start on dec, giving possibility to upgrade to CTD and Tomahawk on same price.
2. There are around 20 000 active Centura developers, mostly using now SQLWindows, because their projects was done on SQLWindows. Developers are changing their tools in 3 years period. I have here 30-40 developers community and 2 of them are migrated to CTD. Recently (in a month) I have around 15 querys for upgrade price and availability.
3. Tomahawk is in behind of their competitors, so this can add a new customers.
4. I'm not surprised, that this Q revenues was less, than year ago. Nobody havent boughted CTD now. As You see, the SQLBase sales is up and I belive that SQLBase sales to be grow 10-15% on every Q fo a while, maybe more, if good OEM deals will be made. In our market (and in scandinavia) 95% of small companies accounting programs are using self-made databases, because SQL databases was priced too high. What a opportunity and I will use it.
5. I won't believe to big amount sales of Foresite. Foresite is yet new technology. Of course, Centura will announce some reference projects of Foresite.
6. My favorate, Quest/WEB is now priced right and I can start to sell it. In local market, the Guest/WEB will be my second product, after SQLBase and same I heard from Swedish distributor.
Max. I haven't promised, that the stock will ride up in days, but I will see a future of Centura. If Oracle will promise me 20%-30% gain in year, Centura can do much more. The risk, that I will loose more than 50% is very minimal - it unlikely go lower, than $1.
Veiko |
