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

To: James Luk who wrote (9503)	2/20/1998 11:11:00 PM
From: Ed Bowes	Respond to of 14631

James, You've changed my thinking about the buyout speculation I put forth on IFMX last week. Your right. SYBS, from a financial strength perspective, is a much better take-over candidate than IFMX. However, from a technology standpoint, I've heard IFMX still has the upper hand, particularly in the data warehousing category. I went back and talked to some colleagues who are versed in SYBS history. I had just plain forgotten about this, but a few years back, MSFT licensed a version of SYBS's core engine to build MS SQL Server. I would think that this would prevent, or make useless, an MSFT/SYBS merger. At any rate, I now hold the opinion that IFMX is in the peculiar position of just standing on it's own and making a great success of it. Not right away, but maybe over a 4-5 year period. Ha! So much for what L. Ellison said last August ... "Informix will no longer be able to stand on it's own." Bob F. will be running a very strong and profitable IFMX the day Ellision is forced out of ORCL by its institutional investors, IMO. Thanks for the insight. Long live IFMX ... The Lonestar Database! Cheers! Ed. PS -- Does anyone on this thread see the possibility for IFMX doing .50/share for 1998? 85 million in profits? If so, that should put IFMX comfortably at $20 per share by year's end with a PE of 40.