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

To: Brian Moore who wrote (8744)	1/14/1998 9:03:00 AM
From: van wang	Respond to of 14631

ok...but IFMX is focusing on high end DB mkt...its a fast growing sector...and we will see this on Thurs when SUNW and DEC reports...my guess is that they will report positive results in the mid to high end enterprise mkt...MSFT SQL will not touch high end on the flip side, I think ORCL is a nice short if it trades up to 21-23 range at 30X trailing...some reasons...they are more expose to MSFT encroachment (as is SYBS)...East Asia will stunt their growth in the short term...I think this extends to Japan IMO cheers

To: Brian Moore who wrote (8744)	1/14/1998 1:09:00 PM
From: J Bertrand	Read Replies (2) \| Respond to of 14631

Brian and all, Microsoft's new SQL 7 is my chief concern. As everyone knows, I like Informix as a company and stock prospect very much. I think that Finocchio is a great CEO, but I need to have one of the tech experts on this thread explain why the new Microsoft server product isn't major competition to Informix. If the Microsoft product can scale much further than before and can handle the "terabyte" data, then aren't they entering major Sybase, Informix and Oracle territory? I think that Informix can compete well with IBM, Sybase and Oracle, but I am still trying to figure out where Microsoft fits into this scenario. My confidence in this company's recover is unchanged. I simply want to hear some opinions on the SQL 7 product. Thanks Jeff Bertrand