Seeking Alpha

Companies with strong data warehousing and/or business intelligence exposure are the hardest-hit...

Companies with strong data warehousing and/or business intelligence exposure are the hardest-hit by Informatica's (INFA -28.3%) Q2 warning. QLIK -14.4%. MSTR -10.1%. TDC -10.2%. BofA is downgrading Informatica to Underperform, and thinks the warning indicates sales execution problems, competitive pressure, and "potential structural issues in the data integration market." Jefferies is also downgrading, but only sees Informatica's problems as demand-related.
Comments (1)
  • Deja Vu
    , contributor
    Comments (1425) | Send Message
     
    C'mon man, Silicon Valley and Wall Street never even got to fully inflate the cloud/big data bubble...
    7 Jul 2012, 12:37 AM Reply Like
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