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

To: uu who wrote (13895)	2/8/2000 12:39:00 AM
From: MJ	Respond to of 14631

Perhaps IBM has just come up with some additional intelligence that helps their cause? One possible link is Saranga - didn't he come from IBM??? I can't seriously believe that Informix is currently denting IBM in a competitive way. In reality, IBM doesn't seem to compete directly with Informix that often- their mainframe and existing customer base represents their real opportunity. Is there something else happening here? If you look at the AOL/Time Warner deal, it was all about content. Everyone is talking content. I'm told that the best content management solution in the market is Informix Media360. Staying long... jmomj

To: uu who wrote (13895)	2/8/2000 2:19:00 AM
From: Hardly B. Solipsist	Read Replies (1) \| Respond to of 14631

I don't know what the reason is, but I've worked at big companies and patented things, and it might be that the reason the suit happened after all this time is that the patent lawyers at IBM just found out that they could sue IFMX. (Say the "VP of Patents" gets asked about his budget, so he goes to his people and says, "Hurry up and sue someone or we'll lose our phony-baloney jobs and I'll lose all my stock options." So they call the engineers they know and one of them says, well we could sue IFMX over their use of named subroutines that take arguments, and we're off to the races.) I am morally certain that it won't matter at all to IFMX.