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

To: bsl113 who wrote (9798)	3/4/1998 4:14:00 PM
From: Jason Chesshir	Read Replies (1) \| Respond to of 14631

Nice close with a huge 31,200K@ 7 13/16!(eom)

To: bsl113 who wrote (9798)	3/5/1998 6:58:00 PM
From: MJ	Read Replies (2) \| Respond to of 14631

Bryan, My guess is that Informix's price is very slow in recovering for a few reasons: 1. It takes a long time for big investors to get comfortable with a company after such a surprise in 1997. 2. Oracle and Microsoft are seen by many as too strong for Informix to overcome- Oracle at the high end and Microsoft at the low end. 3. A lot of people have bought in at low levels and profit taking slows progress out of the low price ranges. 4. Still not a lot of support from anal-ysts. Having said that, I can't understand how Sybase remains fairly strong after such a poor run of results over the past few years. Especially since they are perhaps more vulnerable to Microsoft than Informix is. I don't believe Microsoft/Oracle will stop Informix reaching good revenue levels- Oracle is concentrating in the ERP space and Microsoft is at low end. Informix has identified markets which are good potential earners where products can be differentiated. I also believe that another qtr of growth will be the difference as it will convince a few more major anal-ysts that IFMX is back. M.