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Technology Stocks : MicroStrategy Inc. (MSTR) -- Ignore unavailable to you. Want to Upgrade?

To: treetopflier who wrote (218)	10/27/1998 10:43:00 PM
From: harryl1	Read Replies (3) \| Respond to of 717

TTf: sorry i wasn't clear. global 2000 companies that are moving to erp solutions are going to move toward dw approaches biased to fit with their highest dollar cost IT investment -- the erp solution. there will be room for crossworlds/template/other integration-to-legacy systems pieces to this, but the dss/end user tool piece for "dw" like access and reporting may well be yet another erp extention, not enough to justify yet-another-stand alone product from yet another vendor. so the choice will be DBMS-provided or ERP-provided, but stand alone solutions will be harder and harder to sell (argent, f&t, mstr, brio, etc will ALL be fighting uphill battles with IT shoppes suffering from vendor-proliferation-exhaution -- already pushing other "piece part" suppliers out (those that sell one piece -- think the old VSGN, or ODIS, or VSNT or MSTR or the old Q&E /pioneer, etc.) or only have one piece in a given shop (shops that use delphi but no other INPR/borland stuff, or use PowerBuilder but not sybase or jaguar, etc etc). I think this trend will pit MSTR against both ERP and RDBMS vendors on one side and TSCC/TMPL/SAPE/CATP solution /tool / integration vendors on the other and they will be bought, hopefully for current shareholders before the franchise value they currently own dissapates... hope this wasn't too scrambled or criptic, but I have been brief in deference to your knowledge of the industry :-)