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

To: Mark Finger who wrote (10108)	3/30/1998 7:49:00 PM
From: investorgal	Read Replies (2) \| Respond to of 14631

Hi Mark, Your input is always thought provoking. I see where we differ. I do not count the Illustra sites as IUS sites. The 1000 number included the Illustra sites. Phil always did a tap dance when this question came up. In 1997 IFMX did not have 1000 new customers of anything, never mind IUS. This is clear when you look at the % of license revenue versus maintenance/consulting revenue. Philisophical difference in general. But from the revenue standpoint, IFMX saw practically no significant revenue benefit from selling Illustra product after the merger. On the datablade availability question, again the same difference. Illustra did indeed have several blades available. However, IUS only had the text blade and later in 1997, the web blade. The web blade was even integrated in with ODS without needing IUS. I forgot the name of the product right now. (Oh yea, Web connect.) FYI. Sabre implementation of IUS was a very special "one-off" that was being integrated into the main product line. Very brave of them, but very beneficial to IFMX. That was IUS, not Illustra. As with any new product, IUS did have its stumbles, mostly with the datablades. Many of the problems were 3rd parties not writing enterprise class code for a large environment (can you say single threaded?). This caused R&D to take several of the key blades in-house to get them to work properly in the environment IFMX targets. The problem was having a scalable engine choke at the datablade. I believe now you will see 5 or 6 key datablades available thanks to Mr. Saranga and company. Also, I believe the standard OLTP/DW will continue to drive the growth of IFMX. As many people have pointed out, "This S^&t really works." Now if the word can get out and people can see a bit into the future, I believe the choice becomes very clear. BTW, I like the tagline. Maybe we should have a poll. I know IFMX people watch this thread intensely.