IFMX - Investment Discussion Message Board

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Technology Stocks : IFMX - Investment Discussion

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To: Zoro who wrote (13064)	3/25/1999 1:34:00 PM
From: Sydney	Read Replies (2) of 14631

I would be curious to know on what you based this idea as it directly contrary to all of the information out there. ORCL took a hit, not because of the lack of business, in the field, rather from a rather arrogant and controlling attitude in the marketing department. IFMX is just the opposite in that they are doing everything to attract and service the large database customers and it is showing big time. The fact that the top dog in ORCL marketing has bailed ORCL and is now heading up IFMX marketing should give you an idea of who is moving forward and who is not. Management at this level never indiscriminately move around. They base any move on where their best opportunity lies for the future. Logic says top dog doesn't go with the loser. (Just food for thought) Please let us know on what data and the source that you actually based your assessment on, because I for one would really like some of the inside data that is contrary to everything on the street. H & Q definitely does not agree with your data. Then again, are you now short the stock?

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