Comments on: Netezza has another big October quarter http://www.dbms2.com/2007/11/29/netezza-has-another-big-october-quarter/ Choices in data management and analysis Fri, 29 Aug 2008 03:39:58 +0000 http://wordpress.org/?v=2.5.1 By: Curt Monash http://www.dbms2.com/2007/11/29/netezza-has-another-big-october-quarter/#comment-63210 Curt Monash Fri, 07 Dec 2007 03:04:57 +0000 http://www.dbms2.com/2007/11/29/netezza-has-another-big-october-quarter/#comment-63210 I just talked with the company. Contrary to what intuition might suggest, it turns out that government business does not (and did not) spike in the October quarter. And yeah, I think they're playing the game that so many other companies play of "We'll give understated guidance and then admit that our guidance is 'conservative'". Blech. As much as I understand why companies do that, I don't like it. Anyhow, Netezza is FAR from being an isolated offender. I've actually seen analyst reports in which it is said that a company is "expected to exceed expectations." CAM I just talked with the company. Contrary to what intuition might suggest, it turns out that government business does not (and did not) spike in the October quarter.

And yeah, I think they’re playing the game that so many other companies play of “We’ll give understated guidance and then admit that our guidance is ‘conservative’”. Blech. As much as I understand why companies do that, I don’t like it. Anyhow, Netezza is FAR from being an isolated offender. I’ve actually seen analyst reports in which it is said that a company is “expected to exceed expectations.”

CAM

]]> By: Curt Monash http://www.dbms2.com/2007/11/29/netezza-has-another-big-october-quarter/#comment-62618 Curt Monash Mon, 03 Dec 2007 18:52:01 +0000 http://www.dbms2.com/2007/11/29/netezza-has-another-big-october-quarter/#comment-62618 The company probably discloses government vs. commercial business breakdowns. CAM The company probably discloses government vs. commercial business breakdowns.

CAM

]]> By: Tom Briggs http://www.dbms2.com/2007/11/29/netezza-has-another-big-october-quarter/#comment-62606 Tom Briggs Mon, 03 Dec 2007 15:43:04 +0000 http://www.dbms2.com/2007/11/29/netezza-has-another-big-october-quarter/#comment-62606 Call me a conspiracy theorist, but I'd guess that this has more to do with the end of the government's fiscal year than the user conference... Call me a conspiracy theorist, but I’d guess that this has more to do with the end of the government’s fiscal year than the user conference…

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