Ask Mohan about the Market Message Board

STOCKTALK

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.

Pastimes : Ask Mohan about the Market

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Paul Reuben who wrote (393)	2/6/1997 10:18:00 PM
From: Cynic 2005	of 18056

Paul, I have been adding to my LEAPS on Informix. I think there are several reasons for weakness in the database co. in general and Informix in particular: 1) Softness in sales, mainly in Europe; 2) Microsoft SQL server is eating in to ORCL and IFMX market share at low end - or just the fear of it; 3) Stronger dollar is cutting in to the top line and bottom line. 4) Key employee defections at Informix ad the fear that more will follow; 4) Currently Informix lacks big institutional support enjoyed by Oracle. I think Fidelity owns zero shares of Informix. Despite all these, I am opimistic about Informix future which I think is bright due to the new Universal server. If the stock dips another 15%, which I doubt, I am adding more. I am pressed for time lately and hence I am not able to check many things out. I currently have no interest in Dell. I own puts on Gateway, though. I am hoping that tomorrow will bring some serious correction to the market. Regards. -Mohan

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next