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

To: harryl1 who wrote (219)	10/27/1998 11:02:00 PM
From: treetopflier	Read Replies (2) \| Respond to of 717

Don't be fooled by Saylor and his goofy pitch. MSTR's products aren't some generic silver bullet that will simplify and magically provide data access, even though he might want you to believe that. It is hardly that simple. Harry - MSTR is to be avoided at all costs, unless you are short. There may be some bounce and Trader Dave can tell you his feeling on that, but it will only serve as an opportunity to short it to death again. If you want more specific detail send me a PM. ttf

To: harryl1 who wrote (219)	10/28/1998 10:58:00 PM
From: pragat	Respond to of 717

Your points indeed merit attention. I think the threat from the ERP and database vendors are not insignificant. SAP has a compelling story to the CEOs (their Business Information Warehouse). Integrated data and metadata, zero cleansing/transformation, best-practices, and ready-to-go measures/reports as it relates to decision support components are value-add to Fortune companies that have invested upwards of $50 million toward an ERP implementation. The databases will get smart eventually. Companies are attempting to leverage JAVA. It is likely that some of the OLAP-type functionality will move to the database tier itself. It will be interesting to see how many companies survive this convergence paradigm.