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Technology Stocks : Red Brick Systems

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To: John Ritter who wrote (135)	1/19/1998 11:41:00 AM
From: Thure Meyer	Read Replies (1) of 304

John, One step towards understanding RedBrick's potential is to investigate the product niche they are competing in. Who buys RedBrick products? I know that they are used in the financial industry for data mining and OLAP type analysis. E.g., mortgage backed securities trading and other asset backed structured products use a lot of data to figure out pre-payment models and such. Why isn't Oracle used? Simple, they couldn't handle the data size and didn't perform as well. But selling into a sparse high end market will probably not generate a ton of revenue. There must be more to the story. Does RedBrick publish a customer list which we could pick through? Thure

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