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Technology Stocks : IFMX - Investment Discussion

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To: J Bertrand who wrote (8761)	1/14/1998 8:04:00 PM
From: Esvida	Read Replies (1) of 14631

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. Jeff, IMO, there is a fundamental difference between the software industry and any other industry: The marginal cost declines indefinitely. There is a diminishing point of return in terms of volume for manufacturers other than software. That is why the antitrust case against MSFT is a big challenge for the DOJ. We don't have anything like it until now exept for music and movie, but these have a taste constraint. -Al

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