We basically took down our estimates across the entire sector.
Ingres will be a disruptive force in the database market. The economics of enterprise software are ripe for change and Ingres delivers a credible alternative to customers wanting a higher return on their database investment.
If you wanted to have a discussion about a transaction, you had to have lawyers present. I miss that contact with all the innovation leaders.
On a more intermediate term basis it raises additional questions about the future application footprint, Project Fusion.
The bet that Red Hat is making is that the technologies are finally ready to start to put together an open-source stack.
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