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Technology Stocks
Databases and Programming Tools
An SI Board Since January 2001
Posts SubjectMarks Bans
22 7 0
Emcee:  Thomas DeGagne Type:  Moderated
Introduction Compact
Databases and Programming Tools are the essential building blocks for all software. There are many companies that offer competing products and tools, including such broad companies as IBM, Sun, and Microsoft. In addition many smaller specialized companies offer products in a varity of market segments.

Complex information systems could not exist without the products these companies offer, yet there is little interest in or awareness of them on Wall Street. Therefore I felt the need for this forum.

I have created this thread for the discussion of the DBMS, programming, application server, and web development markets as well as the companies that provide these products. By pooling the information and expertise in these fields which are currently spread over many other threads it is my belief that we can collectively synthesize new knowledge.

Note: This thread is NOT for stock price updates, short term technical analysis, or off topic discussions. Posters who persist in these activities will be prevented from posting on the thread in the future.

I have created a public portfolio of the stocks so that we have a basis for discussion. See below.

The following charts will help us judge the relative performance of stocks in this area. Note: SI allows only seven stocks per chart.

The Big Boys: siliconinvestor.com

Primarily Programming: siliconinvestor.com

An Appliction Server Anyone?: siliconinvestor.com
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22IBM buys Informix's database unit for $1 Billion Message 15710142Thomas DeGagne-4/24/2001
21thos. i bot back into IFMX today after the drop because i've always liked thbob zagorin-4/24/2001
20IBM buys Informix's database unit! Message 15710142Thomas DeGagne-4/24/2001
19Any comments on the following article regarding MS SQL Server winning Product ofDavid Howe-3/5/2001
18Impressive new Hummingbird ETL release uses latest features of Teradata, DB2 andThomas DeGagne-2/6/2001
17Interesting post on the DBMS companies and the Enterprise Information Portal marThomas DeGagne-2/4/2001
16Does anyone here know much about MSFT's current SQL product and / or their pDavid Howe-1/29/2001
15New Portfolio member: SEEBEYOND TECHNOLOGY CORP (SBYN) <b>SeeBeyond LaunThomas DeGagne-1/29/2001
14I don't have any documented references to numbers, but if I come across any,planetgranite-1/26/2001
13Great post. Teradata was always the hidden star in the NCR nebula. I have postThomas DeGagne-1/26/2001
12Here's some good NCR propaganda... NCR stock has been rising the last few moplanetgranite-1/26/2001
11Thanks Hub. Informix results and OEM agreement: Message 15245238Thomas DeGagne-1/25/2001
10Metrowerks Inc. (Nasdaq: MTWK; Toronto: MWK), makers of CodeWarrior, were boughtHubTech-1/25/2001
9I have added MKS. I had them in a personal portfolio under the heading 'CanThomas DeGagne-1/25/2001
8Under the Programming Tools category you might want to include Mortice Kern SystHubTech-1/24/2001
7I have created a new thread which I believe will be of interest to many posters Thomas DeGagne-1/22/2001
6How about adding PSFT perhaps as well? The thread's list can be expanded grSemiBull-1/22/2001
5Please add NCR to the list. Although historically a retail/financial/computer cplanetgranite-1/22/2001
4Thanks looking forward to future comments here. TTOSBTTTOSBT-1/22/2001
3Some of the companies covered by this thread are also involved in the OLAP markeThomas DeGagne-1/22/2001
2An excellent way to begin the discussion on this thread would be a review of marThomas DeGagne-1/22/2001
1<b>Welcome!</b> Please review the attached portfolio. I'm sureThomas DeGagne-1/22/2001
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