The following video is part of our "Motley Fool Conversations" series, in which senior technology analyst Eric Bleeker and Chief Technology Officer Jeremy Phillips discuss topics across the investing world.

Big data is a trend that's always on the forefront of tech investor's minds. Yet, the promise always seems to be slightly ahead of the growth rates many of the industry's largest players are seeing. However, Teradata's first-quarter earnings show that the future might be now for big data plays. As Teradata's CEO said after earnings, the company reported its highest quarterly revenue growth across the past decade. That's a great omen for not only Teradata but other related plays like Oracle. However, Eric says that there's a player in the field that while not a leader in the data warehousing market yet, is trading cheaply enough that its the best place for investors to look in the field.