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

To: Mark Finger who wrote (10202)	4/7/1998 2:03:00 PM
From: Marq Spencer	Read Replies (1) \| Respond to of 14631

Mark, At this point the real restructuring is over. However, given the leftover balance in the restructuring charge, I'm sure IFMX will have no trouble classifying certain expenses over the next two quarters as "restructuring" expenses. All I'm trying to point out is that if the balance on the restructuring expenses goes to 0 by the end of Q2, IFMX would have incurred costs in Q1 and Q2 of $26.6MM above what they report. If these are truely restructuring costs, then Q3 costs should be in line with Q2 costs. Otherwise, Q3 costs would be higher by about $10-15MM. - Brian.

To: Mark Finger who wrote (10202)	4/8/1998 12:44:00 AM
From: Rusty Johnson	Respond to of 14631

The May issue of the Red Herring has an article about bioinformatics companies. Speaking of biotech companies it states that "to keep pace with the explosion of information in their field, they need code, distributed software applications, and databases." It talks about Pangea Systems and NetGenics. It states, "At the center of Pangea's product suite is GeneWorld, a relational database application for data filtering, analysis, and mining. It can run on either Oracle or Sybase and is accessible from a Java-enabled browser." I'm Mr. Curious: Was Informix simply overlooked? Is this market too small for Informix? Is there any reason it couldn't be a potential use of an Informix database? Anyone? Tussen Tak!