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well sometimes you are a product in search of a market - witness Informix's Universal Server - you can do many of the things US can do in Oracle 7.3 today - video, text, spatial - but US is a true oodbms, while that may not have a lot of value for someone running their business today, the architecture and extensibility is compelling - does the market exist? yes - but perhaps IFMX is 9-12 months ahead of the curve. I belive the same is true for Verity - companies will need to link their production databases, data warehouses, internet, intranets, mail systems, etc at some point. many of these technologies are new, many companies have just started these efforts. Verity is becoming a standard for search across all platforms as described by database progrmming and design magazine when it described verity as one of its top 10 companies along with Oracle and Informix (link is in the thread somewhere)- how many companies have data on NT only - very few, Microsoft is not a competitor for what vrty is accomplishing. Look for example at the revnue from cisco which has been a big chunk of theier revenue - what will happen when other companies who are not as advanced as cisco begin implementing the same type of systems internally? Verity has changed its strategy very recently to attack this market - by this standard Verity is very cheap but the market is very short sighted right now and any tech stock is dangerous but IMHO long term investors will be greatly rewarded. |
