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

To: ChuckS who wrote (10378)	4/22/1998 4:52:00 PM
From: seth thomas	Read Replies (2) \| Respond to of 14631

Whoa. you guys see the SYBs numbers? Around $206 MM in revenue (down from $230MM or so)and big decline in license revenue. Services are now about 60%. They lost a boatload - and with restructuring charges, a big boatload. So, what does that do for IFMX? does the market figure IFMX is taking market share, or the market is shrinking?

To: ChuckS who wrote (10378)	4/22/1998 6:32:00 PM
From: Mark Finger	Respond to of 14631

The part of the full interview I liked best is: >>So when we discussed our Q4 numbers we made a couple of >>disclosures, and one of them was that the largest transaction for >>the quarter was for $2.5 million. And that was a signal that we did >>not do any extraordinary borrowing from the future to make our >>quarter. zdnet.com

To: ChuckS who wrote (10378)	4/22/1998 7:18:00 PM
From: Lee L.	Respond to of 14631

PC Week: Will Informix ride the momentum of its fourth quarter into Q1 and Q2? Finocchio: We have a plan in place for 1998 to grow and be profitable in the year. We told Wall Street that. We've proven we can make money. Certainly I think our Q4 results will help us. One shouldn't read too much into statements like this, but I can't help but interpret this as "since we had a good Q4, then our Q198 results shouldn't be interpreted too harshly", i.e., we should expect a loss in Q1. This interview reinforces F's admirable values and ideals. F seems like a helluva guy, but the market seems to require at least a touch of shmooze and deal-making. Informix will be walking away from a lot of deals if it doesn't play ball Oracle-style. I wonder how long Informix can stay on the high-road and still expect to take market share. More and more I'm convinced that the full potential of IFMX can only be realized if a much larger entity (HWP is my current best choice) acquires them. Regardless, I don't plan on selling for many, many months (years?).