Informix (IFMX) Any thoughts? Message Board

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Technology Stocks : Informix (IFMX) Any thoughts?

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To: Jonas who wrote (65)	4/3/1997 5:10:00 PM
From: Wheats	of 139

Oracle's performance has been good for the last two quarters in terms of revenue and profit growth -- very strong in both regards as compared to respective prior year quarters. Oracle's recent conference call was very bullish in my opinion, as well. European activity has strengthened; this was a problem in the prior quarter you may recall. What I see for Informix is declining revenue, which is very serious and worse, a loss. This is much different than the Oracle situation. I see Informix losing market share, and this will be very difficult to overcome. I suggest that Phil White spend more time running the business and less time crying about the programmers that defected to Oracle. Take a look at previous viable players in the database business: * Ingress -- remember them (acquired by CA) but not viable anymore * Sybase -- not very viable now * Informix -- have seen better days, and are now in decline My money is on Oracle; they have the best management, developers, and sales/marketing people.

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