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

To: Dr. Zax who wrote (13865)	1/28/2000 9:04:00 PM
From: Hardly B. Solipsist	Read Replies (1) \| Respond to of 14631

Thanks, that's quite interesting. Are you a big fan of the datablade technology that IFMX has? Even ORCL boosters that I know think highly of the IFMX engine, but most of them feel that datablades are just the wrong technology. Certainly the general public hasn't embraced OO technology very warmly for all of the ranting about it that we've heard for years. When you say that ORCL is overvalued, do you mean as a database company, or are you taking into account all of the other things that they are doing? And if you are, is your assessment based on the feeling that these other things aren't a big market, or that ORCL will lose out to competitors in those other markets?