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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: wlheatmoon who wrote (8841)	10/25/1999 5:36:00 PM
From: James Sinclair	Read Replies (1) \| Respond to of 54805

For what its worth, I'm attending a data warehousing conference this week in Boston. A slide in the first presentation I went to this morning showed the typical sources of data for a corporate data warehouse. The three sources highlighted were Oracle financials (ERP), Siebel (CRM), and i2 (SCM). Siebel wasn't a big surprise since there's a CRM expo going on next door and Siebel has a huge booth set up, but I found it interesting that i2 got included as well. The consultants that put the presentation together must be seeing it pop a lot with their clients. There was also some discussion of the role that SAN's are playing in data warehousing. The consultants dropped some pretty big hints (can't give you the details, non-disclosure agreements, yadda yadda yadda) that the SAN vendors have some big announcements coming up in terms of moving some of the data extract and load functionality currently performed by database server software into their products. I think its safe to assume EMC is in the middle of this.