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.

Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: Bill Harmond who wrote (13585)	8/22/2002 1:30:50 PM
From: stockman_scott	Respond to of 57684

Message 17907960

To: Bill Harmond who wrote (13585)	8/22/2002 2:37:29 PM
From: Dave Doriguzzi	Read Replies (1) \| Respond to of 57684

William, The old head of sales & marketing (field operations) - Clive Harrison has returned after a hiatus of a little more than a year. He is replacing a guy who was president of SAP Americas before INFA I believe by the name of Kyle Bowker. I agree that it doesn't seem so bad and think it is simply a sales restructuring but it has me and the market skittish. I have traded INFA like a pro for a couple years and would love to go huge at this level (they have $2.91 in cash, breakeven, less than 1.7x sales and they are the gorilla in data warehousing) but I am hesitant without clearing up the reasons for the moves. BTW, I used to work in the data warehousing field. Any additional info I can get would be helpful. Thanks