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Teradata Corporation Message Board

  • evanpaul evanpaul Jul 2, 2011 5:26 PM Flag

    About the recent posts. . .

    by Stocks4166 and bad_boys_xxx. They sound like shorts starting their repetitive drivel. Some thoughts for you, the investor, to consider. . .

    - Back in 1990, when I first became familiar with Teradata, the word was out that Oracle and IBM (and Sybase and Informix!) were about to crush them.

    - Oracle has a huge base for their software, and Exadata's current sequential growth is known to be their current most loyal customers.

    - If 0racle gives one company a sweet, sweet deal to try to Exadata, don't assume that's a trend. Teradata has made it's living taking Oracle customers for a couple of decades now.

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    • Great reply.

      Amen, Brother !

    • >>> - Back in 1990, when I first became familiar with Teradata, the word was out that Oracle and IBM (and Sybase and Informix!) were about to crush them.

      That's ancient history in the high tech world and it's irrelevant now.

      >>> - Oracle has a huge base for their software, and Exadata's current sequential growth is known to be their current most loyal customers.

      What kind of weasel words are "known to be their current most loyal customers"? What's your source? Hiscom, Softbank Mobile, and Nagase were a few of TDC's biggest Asian customers and they gave TDC the boot. The big plus for ORCL and IBM is that most shops run their DBs for their big transactional systems. For Exadata in particular, little additional training is necessary to support it if people already know ORCL DB. By contrast, TDC's exotic MPP appliances are "odd ball" technology in big data centers. An entire staff must be trained to maintain them. It will be a big cost savings if companies could consolidate on their primary DB vendor's products. And don't forget, they're likely to get big volume discounts if they buy from their primary DB vendor. I think this is one of the reasons why Exadata is seeing astronomical growth rates.

      >>> - If 0racle gives one company a sweet, sweet deal to try to Exadata, don't assume that's a trend.

      I don't have to assume. From the most recent CC:
      "Exadata continues to sell itself," Hurd said, adding that the combined Exadata and Exalogic lines had sequential unit and revenue growth from Q2 that was up over 50 per cent, and that in Q4 Oracle expected the growth rates would be even higher. Hurd was not about to give out precise revenue or unit shipment figures, but he said that Oracle shipped "a good number" of quarter rack Exadata systems, which would "seed the future," and that the company shipped a bunch of the larger Exadata X2-8 machines announced [1] last September too."

      >>> Teradata has made it's living taking Oracle customers for a couple of decades now.

      You make the assumption this will continue. Bad assumption. TDC really had little competition because the DW appliance market was too small for the big boys to play in. No longer. The market is getting big enough to attract them. Perhaps TDC can make a living in the future selling expensive boat anchors.

      • 1 Reply to stock4166
      • >>> Teradata has made it's living taking Oracle customers for a couple of decades now.

        >>> You make the assumption this will continue ...

        Finally, an admission that Teradata does lead in an important mission-critical part of the EDW business -- using MPP which is not in the IBM (excluding Netezza appliances ) or Oracle product line.

        Oh my, --they can simply decide to develop a competitive product.

        The best thing for Teradata is for I and O to embark on developing an MPP/active EDW on the scale of Teradata's primary product.

        You insist on calling the Teradata main-stream product an appliance. If you truly have "built" data base systems, you know that you are deceptively trying to minimize the scope of the TDC "active EDW" product. Yes, Teradata has entered the appliance market as an entry point product or to compete with IBM/Netezza -like products for additional business at a relatively low development cost.

        I and O will have to pump billions of dollars to try to compete directly with T's active EDW --with no assurance they will succeed (e.g. Hurd's HP Neoview). HP was smart in stopping short of spending more on Neoview. I and O are smart enough not to sail without an "anchor". They will probably try to acquire T’s proven and widely accepted product and not repeat Hurd's failure to "catch up" (a la Playbook vs. Ipad).

 
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