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

To: Bill Bishop who wrote (8981)	1/26/1998 3:42:00 PM
From: frank doolittle	Read Replies (1) \| Respond to of 14631

I thought that this was a pretty good article. I hate it though when they don't name their source. Also if the numbers come in at -.14, thats still .06 better than was expected. Positive comments from Corporate Officers are always a plus IF THEY CAN BE TRUSTED, in this case I think they can.

To: Bill Bishop who wrote (8981)	1/26/1998 5:16:00 PM
From: Marq Spencer	Respond to of 14631

>Yet one Wall Street investor close to the company says Informix will report at least an operating profit and maybe even a net gain for its fourth quarter. Don't you love these "close to the company" investors? :-) Interestingly, the comment implies that the company will have additional write-offs. How else would you explain operating profit but not a net gain. - Brian.

To: Bill Bishop who wrote (8981)	1/26/1998 5:38:00 PM
From: J Bertrand	Read Replies (2) \| Respond to of 14631

Bill, Thanks for the article. This story proves my point. A few months ago, you couldn't find a good thing about Informix. And, the CEO's of both Sybase and Oracle were questionning the "survival" of the company. Now, we are seeing a small, but steady stream of "maybe things aren't so bad at Informix" articles. I am telling everyone that this CEO is doing the job. This upcoming earnings report is going to be positive. And, again, would Bob Finocchio with all the lawsuits outstanding allow his CFO to make the statement that Informix will be profitable for all of 1998 if it weren't true? I HIGHLY HIGHLY doubt it. Think about it. The CFO position has been the worst problem for Informix for the last year. If Informix didn't have any visibility on its profitability would it dare make a statement to the contrary? No way! What a disaster it would be if Informix said it was going to be profitable and it had big loses.. Bob F. isn't a "talk show" guy. He isn't going to be out there "talking it up." He is a "I'm going to prove it to you QUIETLY kind of guy" The trend is on our side. Stay tuned friends. Jeff Bertrand ps. By the way, the only bad news you hear about Informix is the regurgitation of "Informix is in bad shape because of the restatement tune." This is old news.