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

To: Lee L. who wrote (9419)	2/12/1998 6:53:00 PM
From: TideGlider	Respond to of 14631

Lee: Some are real analysts and some still have their training wheels on! <VBG> Many people are talking very good about this stock. My broker said it is going to fly. I am not hyping. Just repeating. We will see what happens. I for one am secure with my long position as well as calls. TG

To: Lee L. who wrote (9419)	2/12/1998 6:56:00 PM
From: TideGlider	Respond to of 14631

Joe Kernan just talked up IFMX said very nice things about what a bargain it is and that they'll be watching it in the morning. <G> TG

To: Lee L. who wrote (9419)	2/12/1998 8:20:00 PM
From: J Bertrand	Read Replies (1) \| Respond to of 14631

Lee, I am glad you said it. I was thinking just what you said as I read every word of the CBS and First Albany report. So, when Oracle says that there are new markets to pursue and that its database business is growing by 25% analysts give it 100% credibility. But when a company like Informix with great technology and a very focused strategy on just database says growth is going to be good, well...we can't believe this. Informix can't be trusted. After all, one quarter isn't a trend. Microsoft is going to kill them and yata yata yata!! I say BALONEY! Don't forget that most analysts had Informix buried a few quarters ago. And, of course, just about nobody predicted a profit. I am getting sick and tired of these self serving analysts making these blanket comments about companies that they simply do not know enough about. And, I am really tired of the "slowdown" garbage we are constantly bombarded with. Furthermore, what really irks me is the apparent disregard for Bob Finocchio's word by some analysts. Bob has been honest and upfront. He has done things by the book. Conversely, Larry Ellison is known for his "creative story telling." He isn't the most honest guy out there. That is a fact. Yet, when it comes to some analysts, Larry's view of his company has much more credibility than Bob's. Something is wrong here. Oh, but I forgot, we are living in a world where it's ok if the married boss dates his interns. To my Informix friends, please don't take these analysts too seriously. What these people do not understand is that markets naturally fragment. It is the law of marketing. This means that while one big market might not exist as it did before, smaller more profitable niches often result. This is why one big competitor can't often get its hands on 100% of the market. Markets fragment and change to too rapidly. If Informix continues its very focused attack on very specific markets, it will do fine. It is the law of the marketing jungle that focused company's always beat unfocused ones. The analyst's think that Informix should be more like Peoplesoft and Baan and apparently they think Sybase and Oracle are heading that way too. I think they are absolutely dead wrong about their opinions about what Informix should do. I think they do not understand the top end of the marketplace or the new market niches that Informix is serving. If Informix wants to win, it should be Informix and stick to its knitting just like Bob has Informix doing. Let me finish by illustrating what happens when you take a different approach than what most think is the obvious thing to do. Remember when the health craze of the late 80's really took over. Meat was bad. If you wanted to be healthy, eating meat was a big mistake. So, do you think it made sense to start a chain of steak houses under these market conditions? If you are into "group think", the answer has to be no. But, a little known chain of steak houses known today as Outback started aggressively pushing high quality steaks. We all know the end of this story. The chain went from 5 steak houses in Florida to hundreds all over the U.S. This company was a HUGE success in the market and on Wallstreet right in the middle of the anti-meat craze. My point is that contrary thinking is what makes a person and a business...leaders. Remember that the next time an analyst says that your company should be more like ????? Jeff Bertrand