Gartner is the leader in creating Magic Quadrants. Microsoft is now the leader for Business intelligence, according to Gartner.
The niche market is becoming quite cluttered as the big players acquire and knock-out specialized tools in favour of mass markets and commoditization. Panorama, a company I worked with in the past, seems to have fallen a bit out of favour. Microstrategy is becoming a leader in the BI space and I think it’s a big potential acquisition target for one of the bigger vendors, if they decide to split their stock, and if the stock wasn’t as overvalued as it appears to be in my opinion.
With the stock on the way to $140/share, Microstrategy and it’s Ipad 2 strategy appears to be working. MSTR has a market cap of under $2 billion. Microsoft has $217 billion. IBM - $200 billion. Oracle - $172 billion. Apple - $317 billion(!)
There should be more consolidation in the future… but perhaps MSTR will be staying independent for awhile longer…
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