MicroStrategy, Inc. (MSTR)

BLUSTATER (57.71) Submitted: 3/19/07 5:39 PM : Start Price: $123.49 MSTR Score: -32.44

Oracle and Microsoft's purchases of competitors clearly show the untapped potential of this industry segment. Oracle will, as always, fail in the application space, which will be a boon to MicroStrategy no longer having to compete against Hyperion. Business Objects doesn't seem to be picking up momentum on the high end of the BI space -- only at the low end with their Crystal Reports products. That will be a problem for BO, since all of the database vendors will offer something similar to Crystal -- and OTHER THAN Crystal -- as a standard component of the database itself.





As the BI tool of choice at almost every big data company, including Google, Yahoo, and eBay, MicroStrategy will have strong growth for the next two years, during which time they will sell themselves to the newly independent Teradata.

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