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To: Dave Yenne who wrote (9399)	2/12/1998 5:23:00 PM
From: FJV	Read Replies (2) \| Respond to of 14631

What would one expect from First Albany, which, just coincidentally makes a market in both ORCL and SYBS?

To: Dave Yenne who wrote (9399)	2/12/1998 6:12:00 PM
From: MJ	Read Replies (1) \| Respond to of 14631

Re: First Albany report > However, the reported $105.0 million includes $15.1 million of > customer advances in unearned revenue. This $15.1 million is revenue > reinstated from previous restatements. "New" license revenue for Q4 > was therefore $89.9 million, down 40% Y/Y1. Relavence? Informix will continue to recognise customer advanced ("unearned") revenue in coming quarters, as per new accounting requirements. These are still 'new' users in the sense that revenue will only be recognised when new users sign up with the channels. If there were no licences sitting in the channels, then I would assume that these would have been 'new' licences for Informix. > NCR's Teradata is the most scaleable database out there, > with 2-3x the scaleable performance of the rest; we are > seeing resurgance here. Watch out for Informix 8.2. 1998 is the year the RDBMS will clearly outstrip Teradata performance.