Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Business Intelligence & OLAP -- Ignore unavailable to you. Want to Upgrade?

To: Carl R. who wrote (69)	5/4/2001 7:33:05 PM
From: Sultan	Read Replies (1) \| Respond to of 144

Carl.. I know you are not a fan of IFMX but now that database business is gone, they will be left with what used to be products from Ardent and 1 billion dollar in cash. Their revenue after the sale is expected to be around 125m a year, I think. And all that cash should be pretty handy to build up the company since there are bargains around and cash is king. I do think it is worth a look.. Mind you, when they bought ARDT, I sold and never did go for IFMX.

To: Carl R. who wrote (69)	6/6/2001 2:59:57 PM
From: Thomas DeGagne	Read Replies (1) \| Respond to of 144

Hi Carl! I've been off SI for a while, as you have probably guess. Responding to your question about GAC and DMC, I like both stocks. I hold GEAC and will probably add more to my position. The company generates significant cash flow that they are currently using to repay their debt. I still believe that growth in ERP will rebound: these are core corporate SW systems that aren't going to disappear. After years of acquisitions GEAC is finally consolidating their purchases and focusing on operations. This should increase their profitablity in the medium term. Finally, they have a $100M+ business called Interealty.com that will be spun off once the IPO market rebounds (2002?). This division alone is worth more than the current market cap. I would buy at today's levels. Datamirror has solid technology, is well positioned in the high growth BI sector (well, high growth again someday), and is trading at a low price. I'll have to do some more research to determine the price point I would buy at though. I'll be in touch. Are you buying or selling anything these days?