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: chirodoc who wrote (9431)	2/12/1998 9:38:00 PM
From: Lou	Respond to of 14631

An analysis of a negative article by a researcher reposter,et.al. An article from Software skeptics, CBS Market Watch. cbs.marketwatch.com "I don't want to spoil the party but while we are enjoying the ride let us make sure that we are not loosing the true prospective. So let us exchange the view on some of the analyst's concerns." {Reposter's heading] Article : Total of $4-billion market for databases. Reposter: Is this true? If it is, is it nationwide or worldwide ? Article: Unlike its larger rivals, Informix doesn't have an applications business to complement its core database sales. Reposter: If Mr. F. focuses on the highend database, does he have enough space to bring up the revenue and the earning so we can see the stock back into twenties. ? Article:. For First Albany's Tholemeier, Informix is essentially going about business backward. He advocates the company pushing applications, which will eventually generate demand for a larger database to organize all of the information generated. Reposter: Is this a real concern for Informix ? Article: Tholemeier pointed out rival Sybase, which reported much lower-expected-earnings in its most recent-quarter, has taken steps in that direction. On Wednesday, the Emeryville, Calif.-based company bought data warehousing developer, Intellidex Systems. He backed the acquisition, saying the company's push into data warehousing "is the most crucial path for revenue growth" for the company. Reposter: Informix has been focusing heavily in data warehousing and similar technology for a long time and I think competition should be a problem. Article: "They're not out of the woods by any means," BT Alex Brown's Chin said. He attributed part of the stock's increase on Thursday to the perception that a profitable Informix would be more attractive to suitors. IBM has been rumored in the past to be interested in the Menlo Park, Calif.based company. Reposter: The analyst is wrong and I firmly believe that stock went up based on the fundamental and not on account of the rumor. *************************************************************** "This stock is still dead," said Andrew Brousseau, an analyst at Cowen & Co. "It's a temporary profit. They've stopped the bleeding, but there still isn't anything indicating that sales will improve in subsequent quarters." It looks like the analyst started bleeding on account of Informix turn around situation. He should not overlook day volume of 28 million. zdii.com ************************************************ Informix strong partners in a vertical market, Healthcare solutions. "Informix is dedicated to supplying healthcare solution providers with the best underlying database technology to power their applications," said John McCauley, executive director of Worldwide Industry Marketing at Informix. "The fact that we support our partners instead of competing with their solutions has ensured very successful relationships." zdii.com ************************************************** Reposted by Lou