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

To: Untouchable who wrote (9905)	3/12/1998 1:01:00 AM
From: JOS	Read Replies (1) \| Respond to of 14631

I HAVE JUST JOINED AND HAVING BEEN READING THIS THREAD I HAVE TO ADD A FEW THOUGHTS. ERP VENDORS DO VIEW DATABASES AS A WHATEVER THE CUSTOMER WANTS OR WHAT THEIR SOFTWARE RUNS BEST ON. PRICE IS NOT THE ISSUE THE CUSTOMER BUYING THE ERP SOFTWARE USUALLY DECIDES BASED ON INHOUSE KNOWLEDGE AND EXPERIENCE. QUESTION WITH THE RUN UP OF SEARCH ENGINE STOCKS WILL THIS HELP IFMX BECAUSE OF THEIR DATABASE INTERNET STREGHTS???

To: Untouchable who wrote (9905)	3/14/1998 6:30:00 PM
From: Robert Graham	Read Replies (1) \| Respond to of 14631

I also am long on IFMX at 19 with purchases at 22 and 18. As a side note, a few weeks earlier some people here at SI were talking about another significant market correction in the works. Market liquidity alone would show this pronouncement to be nonsense. But the pessamistic outlook demonstrated by this is a positive sign that this rally will continue much higher before the possibility of another significant market correction is encountered. S&P 500 has been seeing most of the cash with the small cap stocks following up from behind as evidenced by the Russel 2000. There is definitely value hunting on a broad scale here which is moving money away from the larger cap stocks into the smaller cap stocks. I think we have seen this evidenced in a form of sector rotation. Initially some select tech stocks having seen this money which started out in the box makers and ended up as a handful of high flyers, the most spectacular one being DELL. As the recent past has demonstrated, the fundies were selling into the speculative buying interest of DELL. Still, those fundies have to find a place for their large amounts of available money which they still are moving into the market in large amounts in search of value. Perhaps when the market valuation reaches news highs some of this money will reconsider Informix. By then, Informix may have both a good story to buy into along with good initial results to support such a story. Bob Graham