Netezza Corp (NZ)

like the new TwinFin boxes. The need for data analytics will not stop and these guys are the best price/performance in the business.

Small cap but market leader in BI appliances.

Information extraction from too much raw data is desperately needed. NZ has a handle on this problem.

NZ is best suited to well funded, companies that have intelligently integrated IT into their business. Major downside will be competition from subscription services that will be more used by smaller, less well funded companies (the majority).

SELL SHORT!!!!!!!!!

Like their data warehousing solution

E2008-08-28 8:30am Know very little about "data warehouse appliances". Based on their apparent growth rate and analyst discomfort with their valuation, yet willingness to push the "buy" button while displaying grimaces of fear, I will rate it an up-thumb.

1. Excellent product that changes the business models of a lot of companies
2. Expanding Market

Fantastic technology and a MOAT

Needs to be exploted more in enterpises - will be a key contributor to next wave of cost savings through data transformation and analysis by enterprises.

They're doing innovative things with storage and need more market recognition to fully compete with EMC and other big storage players. I like this as a stock that has great growth potential, and it's doing better than other small storage players in the market. This is a good share price to get in at and see what this does in the 3 -4 year area.

Worked with this product myself and it did what the sales people said it would. That is pretty rare in the IT industry. There is a heavy emphasis on data warehousing these days. Once companies have these monsters built they will discover they need something like Netezza to get the data back out. As long as Netezza keeps their technology well protected should be a big winner over the next couple years.

Great product with great architecture. Maturity of the market and the sales organization will drive this company up.

This company competes with oracle, and they do things better and faster then oracle does and at a cheaper price.

What do you do when your sales force keeps telling you that your product shows well, receives great reviews from potential clients, but can't be sold to customers who have already invested too much money in your competitor's (Oracle) product?

You quit trying to rpelace the incumbent and develop a strategy to enhance your competitors cumbersome product with your own sleek solution.

http://biz.yahoo.com/bw/071023/200710230...

Pure genius....NZ can now sell to any customer even if Oracle is the incumbent. The toolkit allows those customers who have already made a significant investment in Oracle to utilize the NZ queries and functionality on data that is extracted from their Oracle database. This opens a whole new realm of customers to the sales force. cha-ching!

great management team. CEO has had prior success in building co's. Good products;growing market

Strong revenue growth and will soon be profitable. Get in early.

Fantastic product lineup in high-value niche. Net cash is approximately 85% of Market Cap. Not yet profitable, but very high incremental margin will turn this dramatically profitable with increasing sales.

Likely to be a buyout candidate for one of big network hardware players once big enough to be on their radar screen.

I use Netezza everyday. My company was one of their first customers. I can tell you that the performance is incredible. Their appliance can query billions of rows within minutes. Overall, I am sold on the product.

This is a fledging company however. And they still have a long way to go. Presently, their product lacks many vital components, such as a comprehensive set of system tables and a procedural language for example. We have also experienced a rather significant hardware failure rate. The Netezza appliance runs on a collection of SPUs (Snippet Processing Units), each of which is like a mini computer. The power of Netezza lies in the distribution of processing across these SPU's. We have seen many SPUs fail over the last 18 months. When a SPU fails, it slows the system down for about two hours while a backup SPU regenerates. While these failures have only impacted us to a small extent, the rate at which the hardware has failed causes some concern, and does need to be addressed.

Still, the performance benefits have far outweighed all these negatives. And I believe that Netezza will continue to improve their product, and will continue to capture more and more market share, and thus deliver solid top line growth into the forseeable future. Let's just hope management can translate that growth into profits!