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

To: J Bertrand who wrote (9149)	2/9/1998 6:26:00 PM
From: Dave Yenne	Respond to of 14631

Jeff, I really don't have a crystal ball for what the DB market will be in 1998. I expect the growth areas to be data warehousing, applications (internet and ERP), and mobile workforce. I expect Sybase to gain with its Adaptive Server Enterprise (ASE) with row-level locking and its data warehouse offerings of Adaptive Server IQ and ASE. Its Adaptive Server Anywhere (SQL Anywhere) DB should retain its hold on the mobile market. If Informix has positive numbers and shows growth they should do fine. I don't expect them to reach the $1 billion revenue mark any earlier than Q4 2000. Informix will be a niche player in internet applications with its ORDBMS product and should hold its DW market share with XPS. The competition is gaining on XPS and ORDBMS market still is questionable. Whether your an Oracle investor, fan, hater or what, you need to hope that Larry Ellison is correct when he says that Oracle's DB revenues will be up 25%. If Oracle misses their numbers again it's stock and their competitions stock price will fall hard. Oracle is the big boy in the DB market and how they do will determine how Wall Street will react to the other DB vendors. Dave....