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Technology Stocks : Informix (IFMX) Any thoughts?
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To: Roland Kahn who wrote (84)4/7/1997 10:36:00 AM
From: Jonas   of 139
 
Hi Roiland

Seat of the pants advice it may be - but the solid hard research and tracking by analysts didn't do much better...so I think it's not all that bad to try to see thinks from a more general perspective.

Now AMD and QNTM have had serious problems and ironed them out nicely - IFMX in contrast has a finished product rather than product problems and the shorfall seems to me to have been due to bad product transition management (or call it something like that) - and its leading edge (= ability to satisfy modern needs) as more solutions appear their platform will sell.

Another bad quarter might be a long time for nervous investors but not in the general business of a large company..

JJ

Maybe someone knows how many third-parties are currently involved in datablade development?..

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