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


To: Dave Wulkan who wrote (13757)12/15/1999 1:14:00 PM
From: bob zagorin  Read Replies (1) | Respond to of 14631
 
FWIW, i sold my IFMX & ARDT positions today. I've been reading all the analyses of the merger in the trades and a lot of them are concerned. They raise two issues: 1) IFMX now has somethinl like 6 db's and the question is how are they going to integrate, support, sell all of them; 2) how is the IFMX TO going to affect ARDT's customers who use ORCL etc.?

I don't know the answers but there is enough smoke and doubt that I'm going to take a profit and watch from the sidelines for awhile. I'm disappointed because I thought IFMX was going great and I'm sorry to see they may have muddied the waters. Of course, I could be dead wrong but like they say, "stocks are like streetcars, there's always another one coming along."