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

To: Northern Marlin who wrote (14373)	8/4/2000 11:25:54 AM
From: bob zagorin	Respond to of 14631

thanks phil, that's my investment thesis with IFMX and its great to see an analyst put some numbers behind it.

To: Northern Marlin who wrote (14373)	8/4/2000 11:27:11 AM
From: bob zagorin	Respond to of 14631

thanks phil, that's my investment thesis with IFMX and its great to see an analyst put some numbers behind it. also, with reference to the the Ardent mgt. team, it's looking more and more like an ARDT takeover IFMX. they've got to be motivated because all of their premium is in IFMX stock.

To: Northern Marlin who wrote (14373)	8/4/2000 7:25:00 PM
From: Rusty Johnson	Read Replies (1) \| Respond to of 14631

Without risk ... $38 1/3 ? I expected a turnaround in this stock ... but not a 360 degree turnaround. Their conclusion is worth repeating ... Investment Conclusion Our long-term investment thesis on Informix remains: the company has the opportunity to achieve rapid growth as a provider of database-driven e-business infrastructure and of BI software. Revenues from its mature database business should be able to achieve low double-digit growth (equal to that of the industry as a whole) and provide the cash necessary to fund the development of new products for high- growth markets. The outstanding risk to this story was, and is, execution. The value that is inherent in the various segments of business at Informix needs to be unlocked and the company needs to function efficiently as a fully integrated whole. Informix needs to become more than the sum of its parts - which we project are worth about $23 per share. We think Peter Gyenes - the newly appointed CEO with a good track record in turning around Ardent and readying the company for sale - will likely organize and refocus Informix over the course of this year and set the company on solid ground for future growth. Josephthal & Co. Inc. Thanks for the post. It makes perfect sense to this long suffering thread. Best of luck.