MicroStrategy Inc has bad days ahead

MicroStrategy Inc have under performing the wall street estimates and it is going to be a bad time for them for next couple of years. Why?

1. Companies have tighten their purse strings.
2. The growth of number of companies that may have had required the use of MicroStrategy for their BI would slow down drastically due to global recession. (This will be biggest hurting factor as MicroStrategy charges a premium and compnaies won't be interested or deals would happen at below rake rates)
   
3. When IBM and SAP acquired Cognos and Business Objects, MicroStrategy ran campaigns to specifically tap the rats from these companies at all costs. Everyone was tapped, Consultants, Developers and Sales and during this campaign people were taken for steep prices w/o considering their value. This is going to add too much of flab to MicroStrategy Inc. Anything suffixed/prefixed BI is a costly professional. :-)
   
4. All BI companies are going to face a good show by in-memory BI compnaies. Traditional MD, Engine, Server type BI may completely die in 5 years (If the so-called DW/BI papers issued by so-called DW/BI companies, heavily funded by these BI companies, give due share to this in-memory BI companies)
   

One the whole there would be less requirement for consulting positions from the existing companies too as now everyone would like to get more out of current. So if you have invested in MicroStrategy shares, sell off as future is going to be worse compared to peer BI companies and if you are working on competing BI tool, don't jump ship. Global slowdown will hurt MSTR worse than its peer.