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Technology Stocks : NCR Corporation: An AT&T Spinoff -- Ignore unavailable to you. Want to Upgrade?

To: Mister T who wrote (140)	12/22/1997 6:31:00 PM
From: Esvida	Respond to of 379

Better music out of NCR: As in the following paragraph from an article on WSJ. (A few weeks ago Business Week said NCR had more than 50% share of the high-end DW market. The real number must be between the numbers from WSJ and BW.) NCR is betting significant resources on its Teradata line of "data warehousing" products, which have a 40% share of the high-end market for such products. Data warehousing allows NCR's customers such as Wal-Mart Stores Inc. and Delta Air Lines to store and analyze reams of information about their customers and respond with rapid product and price changes. That high-end segment of the data-warehousing market is growing at 55% annually. While outsourcing manufacturing will free up resources for NCR's data-warehouse operations, the company's growth prospects are by no means assured, said John Jones of Salomon Smith Barney. "The speed with which they can regain a focused distribution in Fortune 500 accounts [for data warehousing] will dictate if they return to reasonable operating margins," he said. "The viability issue will be played over next 12 to 18 months."

To: Mister T who wrote (140)	1/2/1998 9:19:00 AM
From: Brooks Jackson	Read Replies (2) \| Respond to of 379

Mister T, or anybody: Sybase is melting down today after admitting it will miss earnings projections bigtime. (Projections for quarter 13 cents, this AM's press release says earnings will be 2-cents, tops, and perhaps even a loss of as much as 7 cents.) A CNBC commentator suggested the companies troubles have to do with "scaleability" of its products. My question: to what extent does NCR's datawarehousing compete with Sybase? Any opinions on whether Sybase's troubles are good for NCR, or will the market just punish all companies trying to make a buck in the data biz?