SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : IFMX - Investment Discussion
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: paul who wrote (9138)2/9/1998 10:01:00 AM
From: Mark Finger  Read Replies (2) of 14631
 
>>Oracle on the other hand is well diversified, remember in the last
>>"disastrous" quarter Oracle actually grew 23% year over year.
The bulk of the sybase growth was in services. Wall Street reacted to the fact that overall license sales growth was in the single digits. Oracle now has had 2-3 quarters of DBMS license growth under 10%, and when the application license growth suddenly fell from its high numbers, that was a second area to worry about (especially when SAP, Peoplesoft, and others in that category still were showing high growth rates).

If IFMX breaks even this quarter, it will be because of license sales of at least $110-130M. Although this would be below last year's revise Q4 license sales of near $150M, it would be considered moving license sales in the right direction for the current quarter, considering where they were earlier this year.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News