Well, we are pretty far apart in our positions, this forum is going to be very tough to carry on a conversation. Have you looked at any Hyperion applications? Why not talk to a few Hyperion application customers?
You are right on the importance of write back, but right now plato doesn't have the write back capability in the beta. It's hard to tell how well it will perform if it ships in the final without much test.
Yep, there are likely to be issues in release 1.0. I find your comments about the acceptance of NT 4.0 to be irrelevant, you're leading the argument to where the market will be in 4 or 5 years. I am not equipped to answer that. However, based on the application plans and upcoming product releases that I'm expecting from hysl, I am confident they are not sitting on their hands.
<Oracle is now feeling heavy pressure in terms of market share capture (loss) and discretionary income. The market capitalizes future revenue streams, so if MSFT is perceived to be a credible threat, Hyperion will feel it in the share price. ORCL, SUN, BORL and NSCP certainly have, and all of them save NSCP had superior resources.>
No doubt that the tools vendors you have described (ORCL, NSCP, BORL and many others such as NETM, FTPS, STAC) have been threatened and badly damaged by msft.
My point is the analytical world will be a market for both tools and applications. MSFT will be a major (but not the sole) tools provider, but HYSL's strategic direction is headed towards being much more of an end to end solutions provider - different business model and different target markets.
MSFT does not seem intent or capable of providing the business specific expertise and domain knowledge that enterprise applications providers are delivering. I doubt MSFT is planning on entering the supply chain business, sales force automation or applications of analytical technology.
Yep, oracle's database business is threatened by price pressure from msft, but that won't be a relevant comparison for HYSL by the time plato is a measurable threat.
TD |
