First of all, thank you vsnt_in_motion for your replies.
VSNT is very new in eCommerce world and I think it has a good chance to gain some market share depending on management execution.
VSNT has been in telecom sector for a long time and already has a big market share. The reason I said saturated is because, VSNT hasn't been able to show or gain any significant growth in this market for awhile. They also went close to distinction about a year ago.
So, I am not counting on telecom sector as much as you do. Only hoping on gaining a good chunk of eCommerce market share and not just any marginal success.
So I like to ask anybody who knows about VSNT ODBMS and XML product, is it good enough to compete in b2b market specially going head to head against giants like Oracle and Microsoft.
Pop the champagne, Gary Rhea is officially gone! This is the greatest news since they went public.
Does anybody know lwho is filing his shoes?
I hear that some of the sell side analysts at Josepthal and SG Cowen hated this man and refused to follow the stock because of his presence, any truth from the old ex versant shareholders?And do not worry about Q2, it was a dandy one.
VSNT already has the technology to compete in the b2b tools space, and they are improving their b2b tools all the time. The b2b tools market is young, still wide open, and with a market this size, VSNT doesn't even have to be a major player. What I'm saying is, even if VSNT snares only a fraction of a percent of the $5B b2b tools market (which, at the very least, they will), they stand to make a pile of money.
than relational databases because it's *far* more efficient to manage complex interrelated data with an object database than with a relational database. Not only far better performance, but faster time to market, since your developers don't have to write reams of code to convert your data into and out of relational form.
Telecommunication companies were among the first to recognize the advantages of object databases. As a result, today ALL telecoms use object databases. And 9 out of 10 of telecoms use VSNT.
As the telecommunications sector continues to grow (think cell phone applications, think wireless internet, think Internet2), the demand for the performance that object databases provide will only increase.
Outside the telecom market, the recent advent of XML (the language of the b2b revolution) is increasing the demand for high performance complex data management. XML data is exactly what relational databases databases cannot handle well -- lots of complexity, lots of interrelationships. Because of this, object databases are emerging as a great front end for capturing, caching and processing XML data streams for the slower relational databases running on a mainframe in a backroom. This is the reasoning behind VSNT's recent (and smart) push into the XML space.
Basically, object oriented databases are a solid infrastructure technology for the exploding telecom sector and more recently for the emerging b2b sector.
As you may suspect, I'm bullish on VSNT. There are solid technological reasons why this company is a good bet. If you can hang on, I doubt you'll regret it.