Hardly,
An excerpt from informix.com :
For Web sites, customers can perform searches for text across their entire
Web site in one query, regardless of whether the pages are stored inside or
outside of the database. For customers that have complex Web sites, this
feature is essential in navigating through or in managing a site.
With full text search capabilities, customers can now take full advantage of
an engine that is optimized for indexing and searching text information,
using proximity searches and other features. Customers can now add
extensive text-searching to many existing applications.
That's what they say datablade is good for...
Datablade is just one small piece of a full IFMX database. They are nice, and a cool buzzword, but just another piece of the whole.
As for valuation, ORCL has a PE of 100. Plain and simple that is too high for a company with 25-30% growth. There is no doubt that the database/datawarehousing market is large and growing fast, but not enough for a PE of 100. There is plenty of room in this market for both ORCL and IFMX (and you can squeeze SYBS in there too). But for now, ORCL's price is about where it should be 1-2 years from now.
To the "ORCL is an internet company", I say IFMX actually is more suited to internet, but ORCL hypes themselves more.
Dr.Zax
you're doing a good job of extracting info from people on the board, keep it up -- you'll help push the stock price up ;) |
