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

To: paul who wrote (9138)	2/7/1998 12:48:00 AM
From: P.M.Freedman	Respond to of 14631

Phillip White, former chief executive at Informix, has filed to sell 190,000 of his shares. The former CEO, who was ousted last July, sold 150,000 of his shares not too long ago. He is looking to get rid of 340,000 shares that account for $1.3 million of his holdings.

To: paul who wrote (9138)	2/7/1998 8:30:00 AM
From: J Bertrand	Read Replies (1) \| Respond to of 14631

paul, I am not predicting that Informix goes up 2 or so in one day. However, I do see it slowly, but surely drifting upward as they make steady progress. As for the slowdown, I am sorry but I simply don't believe it BECAUSE there are many niches aren't slowing down. Informix is positioning itself to take advantage. And, because we are in the INFORMATION AGE. One note. I read an article in USA Today about IBM's antitrust problems in the 60's. IBM was just as dominate as Microsoft is today. And, IBM publicly said that the antitrust wasn't affecting the company at all. JUST LIKE MICROSOFT IS SAYING TODAY. However, internally it was completely opposite. Apparently, the antitrust made it very hard to run the business. IBM had to relax its sales force. They had to make every decision with an eye on antitrust. Top executives spent more time answering to the government than worrying about sales. Ultimately, IBM's growth was seriously hampered by the problems. Every company sees its day. Microsoft isn't going to be stopped by the competition, but by the government. Once the "gov" gets its hooks into you, it's like swimming with a hundred pound weight on your back. My biggest worry has always been Microsoft. But, now, I think the "gov" has given a lot of companies including Informix some new life because the Microsoft juggernaut is going to slow down a bit. Jeff Bertrand

To: paul who wrote (9138)	2/9/1998 10:01:00 AM
From: Mark Finger	Read Replies (2) \| Respond to of 14631

>>Oracle on the other hand is well diversified, remember in the last >>"disastrous" quarter Oracle actually grew 23% year over year. The bulk of the sybase growth was in services. Wall Street reacted to the fact that overall license sales growth was in the single digits. Oracle now has had 2-3 quarters of DBMS license growth under 10%, and when the application license growth suddenly fell from its high numbers, that was a second area to worry about (especially when SAP, Peoplesoft, and others in that category still were showing high growth rates). If IFMX breaks even this quarter, it will be because of license sales of at least $110-130M. Although this would be below last year's revise Q4 license sales of near $150M, it would be considered moving license sales in the right direction for the current quarter, considering where they were earlier this year.