Normally stock prices would not be a relevant topic for this blog… but in this case I believe that the Squeeze I suggested first in October of 2012 and then again in February of this year (here and here) has started to affect Teradata revenues.
Note that the Squeeze should affect Netezza, Exadata, and Greenplum as well… but the effect will not be so directly reflected in the stock prices of IBM, Oracle, or EMC/VMWare/GE.
Related articles
- This Morning: Street Divided over Teradata, FireEye, Believing MSFT’s Cloud, Cheers for CRUS (blogs.barrons.com)
- 1 David vs. 3 Goliaths: Teradata Falls Hard (fool.com)
- Why Teradata Shares Tanked (fool.com)