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Technology Stocks : IFMX - Investment Discussion

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To: M. Charles Swope who wrote (14579)4/25/2001 2:49:30 PM
From: Northern Marlin  Read Replies (1) of 14631
 
Charlie, you wrote:

Is it possible that the litigation between IBM and IFMX might have been a factor?

The litigation, coupled with IFMX' dwindling market share could easily have contributed to what looks like a poor price for Informix Software.

From an investing point of view, it seems prudent now to figure what Ascential is worth, plus the cash, and wait for the stock price to get below that level.

Phil
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