Wow. So sad to think how badly TDC missed the biggest growth opportunity right in their core market. Teradata should change their name to Kodak.
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To be fair, SF is $90B down from its $130B Market Cap one year ago. Reasonable question to that - was it overvalued? If yes, another reasonable question is - is it overvalued now? Is the market that big and that profitable in reality?
Teradata lost its growth momentum 10-15 years ago when it was installed at every big company with big volumes of data - there was nowhere to grow, even without strong competition. Where will SF or TD grow now? All established companies store and use their data already. SF is growing by pushing off Teradata or other legacy solutions, but what's next? Small and Medium customers which can analyze all their data in Excel?