Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : SNDT - Sand Technology - A diamond in the sand -- Ignore unavailable to you. Want to Upgrade?

To: DeeDee M who wrote (600)	3/23/1998 4:22:00 PM
From: Jon Siegel	Read Replies (2) \| Respond to of 1200

Does anyone have an idea what's driving the price down? I realize the earnings weren't exciting, but nobody expected them to be at this point. Also, where has everyone gone?? This thread has dropped to about 1/2 posts/day! I guess that's ok if no one has anything to add, but I miss some of the discussions. OK, I'll start. I don't have a database background, but my understanding is that the Nucleus Server is a product to do data mining on a database. If this is true (is it?), is it possible that the stock price drop is in response to Oracle's announcement of the selection of 7 data mining partners for their Oracle(R) Warehouse Initiative (WTI, a joint marketing and product development program of Oracle's Data Warehousing Solutions)? Sand Tech was not one of the partners. You can see the full article at biz.yahoo.com Is WTI direct competition for the Nucleus Server? May we all eventually retire on SNDCF! /Jon

To: DeeDee M who wrote (600)	3/23/1998 10:15:00 PM
From: jack crane	Read Replies (1) \| Respond to of 1200

DD, the big thing here is that it is not easy to get this designation, and this lends a lot of credibility to the product, which is a big thing at this stage. Most of the vendors at the show had information on who worked with who, which just goes to show the wide variety of situations that will be encountered. There is not AN answer that meets all needs. As the actual implementers of solutions become aware of the Sand products they will be considered. Without credentials, this is tough. The DEC stamp of approval and the review of Bill Immon are big steps in that direction.