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

To: Joe Erickson who wrote (8766)	1/15/1998 10:42:00 AM
From: Mark Finger	Read Replies (2) \| Respond to of 14631

>>And that's not the only trouble for SYBS/IFMX/ORCL. IBM is >>aggressively going after Unix RDBMS market share. Whatever growth >>occurs in the RDBMS market over the next few years will likely be >>shared by Microsoft and IBM. To demonstrate the problem IBM has, they have problems keeping IFMX out of their own hardware accounts. Have you noticed how many of IFMX data warehouse wins have been on IBM SP2 hardware. Just 2 are the MCI (about a 110 node SP2--2nd biggest data warehouse after WalMart) and the "petabyte" research project at the New York University (500 node SP2). One thing to remember is that IFMX is especially strong in two of the fastest growing areas of RDBMS--data warehousing, especially large ones, and ORDBMS, especially in the Internet. On the other hand, MSFT is only now starting to show a warehouse implementation, and it is completely unproven (especially in customer eyes) and no references. Can anyone tell me what MSFT plan for the Internet and real DBMS support that runs on other than a "slide projector"? Remember that MSFT is especially strong at FUD, and they preannounce products long before they are ready for "prime-time", and many of their features are incomplete. For example, MSFT claims "row-locking" capability for SQL Server 6.5 (the current shipping version), but it works only for "insert" actions, not for "update" or "delete". This is in decided contrast to the implementations by Oracle and IFMX, which are full feature implementations. The sky is not falling. Mark