IFMX - Investment Discussion Message Board

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Technology Stocks : IFMX - Investment Discussion

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To: Gregg who wrote (9492)	2/16/1998 8:20:00 PM
From: Dave Yenne	Read Replies (4) of 14631

Gregg, To what do you base your observation on. One good quarter does not a complete turnaround make. Informix had way better EPS for Q4/97 than most expected. Q4 is usually the best revenue quarter for all companies. I believe that there are still too many questions regarding Informix before we'll see a substantial and consistent up swing in the stock price. With the recent pop in the price, there may very well be a lot of profit taking this week which could bring the price back. We also have to see what the consensus analyst opinions will be for 1998. So far there are a few that have raised expectations and a few that are still having a wait and see attitude.I still feel strongly that Informix is a great long term investment, especially for those that got in below $5/share. As for the buyout rumors the only ones I have heard of have come from this thread. I haven't seen any analysts say that Informix is for sale. If you have any information to the contrary please provide it to the thread. We'd all like to see it. I am 99.9% sure that MSFT won't be buying Informix, they won't do anything that might be seen as a validation of the Unix platform. Informix does very little business on NT. God luck...Dave

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