IFMX - Investment Discussion Message Board

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Technology Stocks : IFMX - Investment Discussion

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To: Tom C who wrote (13854)	1/28/2000 12:33:00 PM
From: uu	Read Replies (1) of 14631

Tom: > They have about the same growth rate... Actually they do not! While ORCL is enjoying a 10% sequential growth, IFMX is enjoying 20%+ sequential growth, and of course Sybase is not enjoying any growth at all! IFMX has 1/6 of Oracle's revenue, the market cap for ORCL is at around $150 BILLION, while Informix's market cap is at around 2.3 Billion. So considering IFMX's growth rate, and revenue, its market cap should at the minimum be 1/6 of Oracle's (or $25 Billion which transles into a stock price of $140/shr). Either that or Oracle's market cap should come down to around $14 billion which tranlstes into an ORCL stock price of $6/shr!! However I would think it is IFMX that is undervalued and not ORCL being overvalued. Therefore in my humble opinion evetually things will catch up and now it is no longer a matter of if but rather a matter of when for IFMX to have the market cap that it truly deserves. At $12-$15/shr IFMX is perhaps the most undervalued stock in the high tech sector at this time which should offer an impressive long term appreciation (and by long term I mean 6 to 12 months)! Regards,

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