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Technology Stocks : IFMX - Investment Discussion -- Ignore unavailable to you. Want to Upgrade?

To: Dave Wulkan who wrote (13366)	6/16/1999 12:50:00 PM
From: bob zagorin	Respond to of 14631

i think the settlement is still an overhang as well as y2k. after that, ifmx may move higher

To: Dave Wulkan who wrote (13366)	6/16/1999 1:03:00 PM
From: Hardly B. Solipsist	Read Replies (1) \| Respond to of 14631

Why do you think that IFMX is the better mousetrap? What about their technology is superior to ORCL's?

To: Dave Wulkan who wrote (13366)	6/16/1999 1:08:00 PM
From: John Solder	Read Replies (1) \| Respond to of 14631

I view IFMX as a new company. The old Phil White IFMX is dead. Lots of personnel turnover. Lost huge traditional RDBMS business to ORCL. I liked their story a few years back when Illustra was the way to get into WEB and ObjectWeb technology. Then the bottom fell out. Today they have decent technology, Their flat price e-commerce plan is brilliant, IMHO. I don't know how well it's selling. $30 may be a while off. Another good quarter or two and we could be hitting $20 by 2001, if this web/e-commerce thing keeps driving businesses.