Comment Re:Oh this is a riot! (Score 1) 50
1. The stocks compared were pure play business intelligence vendors: BOBJ, COGN, HYSL, INFA, SPSS, on an equal weighted basis. I excluded MSTR because their small share count plays hob with their trading patterns. I excluded Microsoft because it is not a pure play in business intelligence, and they often consider Excel to be a business intelligence tool, which most business intelligence experts wouldn't necessarily agree with, and which distorts their market share. Also, BOBJ drives considerably more revenue than Hyperion.
2. Few tech stocks are anywhere near their bubble highs today. And since none of the business intelligence vendors was even thinking about open source in the bubble era, why would it possibly be relevant to talk about how Actuate is trading today relative to its bubble-era price 7 or 8 years ago if the point is to show what happened after somebody started to execute on their open source strategy in 2005? So the time frame I used is relevant and hardly misleading. The only time you would want to look at how Actuate's current price compares to the bubble era is to compute your return if you bought the stock at its all time high and still own it today. Don't accuse me of using an inappropriate time frame to look at stocks -- what you suggest is irrelevant to the point of being silly, and no professional money manager would look at the situation in terms of today's price versus the all time high back in the bubble days.