Predicting 20% revenue growth next year, data-warehouse appliance vendor Netezza said its win rate versus Oracle and Teradata has been rising over the past year and will continue to do so throughout 2010. For a company whose revenue is about 1% of Oracle's, that's pretty impressive.After reporting that growth, Netezza's stock jumped 20%, and for the past 52 weeks Netezza's shares are up 61%, according to a Reuters article, in spite of its daily competition against much larger and better-known rivals.

From that Reuters article:

Cost benefits, performance benefits and strong demand for business intelligence applications in the market are driving the strong demand for TwinFin, Brigantine Advisors analyst Mark Kelleher said.

"The reason TwinFin is doing so well is because Netezza has done a great job at lowering the price-performance metric on that: the performance is up and the price is down," Kelleher added. . . . "I think Netezza is going to continue to take market share against Oracle."

For Netezza, the key is to grow as big and as fast as possible. Oracle CEO Larry Ellison's vision for the new Oracle-Sun combination is to create a fleet of integrated and optimized systems one of which, in theory, could be aimed directly at the markets Netezza serves.

For now, though, Oracle's focus is on its high-end Exadata Database Machine, which Ellison has said will become a billion-dollar business for Oracle.