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Technology Stocks : Informatica Corporation (INFA)
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To: Spiney who wrote (5)11/25/1999 11:47:00 PM
From: Carl R.  Read Replies (1) of 15
 
I looked at Datamirror, and I found the following:


                      9/98     9/99
INFA                  7.6       16.0   +110%
SGNT                  4.6       10.0   +118%
ARDT (Data WH only)   4.7       19.2   +309%
DMC.T (October)       9.5       11.4   +19%

The numbers for ARDT overstate the sales growth because they reflect the acquisition of Prism. Their actual growth rate is about the same as INFA and SGNT excluding the acquisition.

Yes, DMC.T has comparable sales, but they do not have comparable sales growth. Perhaps this is due to their significantly smaller R&D budget. Informatica spent $2.9 million on R&D compared to DMC.T at $1.6 million, and if that is in Canadian dollars the discrepancy is even larger. Even SGNT spends $1.9 million on R&D.

DMC.T may be a fine company, and INFA may be overvalued, but there is a reason why INFA commands a significantly higher market cap than DMC.T.

Carl

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