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Technology Stocks : IFMX - Investment Discussion
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To: Mark Finger who wrote (8759)1/14/1998 7:54:00 PM
From: J Bertrand  Read Replies (2) of 14631
 
Matt, Syborg, bigredfreak, Mark, Cookie and anyone I mistakening left out...

Thanks for answering my questions. Has anyone called investor relations to hear their take on SQL 7 issue? As Cookie stated and I believe, this is THE major worry. I would think that Informix has got to have some insight into how it's going to handle this challenge.
To me, this is the big question. Everything else I have seen is managable.

There is another possibility (now I debating myself) . Let's say that Microsoft really starts eating up market share. Isn't is possible for Informix to thrive in certain niches with only a small part of the overall market share? If the pie continues to grow, then why can't Informix survive and thrive even with the ever looming Microsoft in the shadows? I don't think there will ever be a day when one company sells and controls 100% of an industry. Can anyone think
of a product where this has happened? I really can't.

Also, Matt mentioned Microsoft's ability to service large accounts.
Does anyone have an opinion on this? Bigger isn't necessarily better.
As Microsoft gets bigger, it could have execution problems like IBM
has had and will have in the future. I think we will find that the 90's will be viewed as Microsoft's most dominate years. Eventually, Microsoft will fall IMHO like all the great companies have at one time or another. Microsoft is due for its "reengineering" one of these days.

Thanks again for all the debate. This is definately the issue of the
day!!!

Jeff Bertrand
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