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Message Posted: Tue, 17 Jun 2003 @ 14:35:18 GMT

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I would say NCR is sweating about as many bullets as IBM did when CDC entered the mainframe market with new, better, faster machines (little or no re-engineering required) back in the early eighties. CDC never did make much of an inroad into IBM's market.

NCR (Teradata) is well established (probably building computers for near as long as IBM) with a solid market reputation. Leases rollover and purchased equipment ages (fails and/or depreciates to nil) so both are vulnerable as being potential lost revenue to NCR.

New vendors with faster, less expensive hardware may not be a good trade-off for companies with 99%+ 24/7 required up time (particularly with a hungry user community). Other factors must be considered, too, especially hardware failures (emergency service calls), support, consulting, maintenance, upgrades, and so forth. These other factors pose greater risk with less established vendors.

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