Hi Eric,
You have excellent points. There is nothing to debate. Verity
has to come up with some type of Acrobatic Marketing Strategies
to DIFFERENTIATE themselves as a market leader againt Oracle and
Microsoft. Wall Street (bozoo's) analysts consensus is very low !!!
Verity's products are good...Open platform, easy to use, multi platform, and it does work very well. As a matter of fact I use verity everyday here at Cisco.
In a trully large scale intranet/internet, so far the best solution
is verity, however many companies will be settling with microsoft
and oracle because it's free and does a fair job.
In terms of seeing standardizing verity with yahoo, lycos... I
don't beleive it will happen. Don't forget though that Verity
is embeded in netscatpe brouser. So verity is always there with
netscape. Oracle could, but not likely support or use verity's
engines because as you probably know oracle have embraced netscape
that in turn has verity's embeded to it. It would be nice to
see some support for verity from oracle in some form.
One of the things that Verity has announced in early 96 is that they are shifting from a nich market to a large scale low end priced products.
Verity is now the number 1 in search engine ( in terms of clients
and licenses), but it has to sell more, come out with more products,
embed more of their products in other products, behave like a leader,
have a better marketing strategy and come out with PROFITS AND PROFITS, we have not seen profits yet. If all this comes true, then
the stock can go to 30 or 40 dollars. So far however, verity is
showing to wallstreet that it is running out of steam.
Chat to you later,
Jerome |
