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Technology Stocks : IFMX - Investment Discussion

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To: I. N. Vester who wrote (8965)	1/26/1998 7:33:00 AM
From: J Bertrand	Read Replies (1) of 14631

I.N. I personally think the argument that a person from one industry can't be successful in another is bunk. Firstly, the principles of business are largely the same for all industries. Secondly, the differences can easily be picked up by a sharp CEO. How did Al Dunlop successful run a tissue paper company and then a household goods company? Please tell IBM that its cookie CEO isn't qualified. There are plenty of examples. I personally think that a "new" person is a major advantage as it adds a different perspective. Regarding the database comment- I think we have just another analyst jumping on the "slowdown" band wagon. The Sybase CEO said on CNBC that relational databases would be around for sometime to come. Oracle sees plenty of opportunity as per the Henley note to shareholdres world wide. Based on these comments, Finocchio isn't alone in his opinion that database has much further to go. Finally, how many analysts have shouted from the roof tops PC SLOWDOWN. Has it happened? No! But, boy have we had a lot of analysts say this over the last 6 years. Take care. Jeff Bertrand

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