IFMX - Investment Discussion Message Board

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Technology Stocks : IFMX - Investment Discussion

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To: J Bertrand who wrote (9135)	2/6/1998 11:34:00 PM
From: paul	Read Replies (3) of 14631

please, please make me eat crow but i dont see informix going much past $8 if they surpass estimates with a slightly smaller loss than expected or even break-even. The slowdown in db licensing is real - and will take time to get thru. Revenue consistency is far from proven and the sting from the criminal behavior of White et al and revenue restaements still linger. Oracle on the other hand is well diversified, remember in the last "disastrous" quarter Oracle actually grew 23% year over year. Plus institutional buyers love Oracle - and will buy it as quickly as they abandoned it - these guys dont like working a lot and would rather hit the same buy buttons - IBM, Motorola, Dell, Microsoft, CPQ than due research.

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