Good exchange of information and ideas on REDB. Reading these recent messages on SI the 'fall' makes sense, there is enough uncertainity to run the stock down 27% from its recent rise. For Friday last the news was bad, but all the DB vendors had a bad quarter. Probably the runnup was too early under these market conditions.
My concern is given the weak performance of Database stocks and the transistion these events suggest, where will REDB's Datawarehousing fit into the equation once this settles down? Will Sybase recover growth, not just maintain revenue, will Oracle suffer from shriking margins, will companies such as VSNT, IONAY, ODIS and Microsoft become the lower cost solution to data management and application development. This might be worth discussing.
I don't know the answer, but it appears that REDB has the best data warehousing product. This is what an investor should look for, the best of breed in a nitch, a potential growth nitch. |
