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

To: Rusty Johnson who wrote (10090)	3/29/1998 1:32:00 PM
From: bsl113	Read Replies (2) \| Respond to of 14631

There seems to be very little communication between IFMX and anyone lately... I have no idea what's going on anymore. Could database sales have really fallen that much in the last three months? I found this article on techweb.com (search: Informix) Can Unix Databases Be Saved? -- NT proves to be a lifesaver as Unix database sales falter By Shawn Willett San Mateo, Calif. -- Like a patient with a mysterious illness, the database industry has been limping along for the past six months looking for a cure. Or at least a diagnosis.Was the market saturated? Were problems with Oracle Corp.,Informix Software Inc. and Sybase Inc. all due to individual follies? Was it the Asian crisis, or year 2000 spending? What about IBM Corp. and Microsoft Corp., which claim incredible growth but do not officially break out numbers? A spate of reports last week may provide an answer. The database market is doing just fine, it is the Unix segment that is caught And Windows NT databases are picking up the slack. Dataquest Inc., San Jose, Calif., reported that the Unix relational database market was virtually stagnant from 1996 to 1997 at $2.1 billion. Meanwhile, NT grew to $872 million from $456 million in the same period.That is a 91 percent growth rate. And it is no longer starting from a tinybase, a situation that skews growth figures. < Cut ----------------------------------------------- > It appears that Bob. F's highend strategy may be way off for the time being. I don't think it takes a crystal ball to determine where the database market is going. What do you guys think? Regards, Bryan

To: Rusty Johnson who wrote (10090)	3/29/1998 9:29:00 PM
From: Joe T	Read Replies (2) \| Respond to of 14631

I know someone who works as a sales/marketing person for Informix. I asked him today what he thinks the next quarter will be like and he thought it would be positive. He feels that the big hit from the accounting adjustment is finished dragging things down. Some other thoughts were that Informix is better than Oracle technically. He said that when he compares Informix to Oracle with a potential client about 80% of the time Informix comes out looking better. I guess there are some areas where Informix is superior to Oracle and some where Oracle is better than Informix. The problem for him is that so many of the potential clients are allready entrenched in Oracle and don't want to go through the trouble of switching over. Any thoughts on what would happen if they reported +.05 instead of -.05 ??