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

To: seth thomas who wrote (10379)	4/22/1998 6:00:00 PM
From: @jim	Respond to of 14631

>>>Whoa. you guys see the SYBs numbers? No, so thanks for the post. Doesn't surprise me. I don't think its a reflection on the category as much as an opps for Sybase. I've felt for some time that IFMX should be trading below Oracle but above Sybase. I think this will now happen. What is strange is that Sybase jumbed to 10 today!! Must have been before the news. @jim

To: seth thomas who wrote (10379)	4/22/1998 6:41:00 PM
From: Mark Finger	Read Replies (1) \| Respond to of 14631

>>Whoa. you guys see the SYBs numbers? I really worry about them now. The really big problem was the drop in license revenue. What is even more of a problem for them is that the engine license revenue is a smaller portion of all licenses for them than more IFMX (Sybase sells more middleware and all the software from the Powersoft division). I emphasize this because I believe that engine license sales are the best predictive factor for a DBMS company's future prospect. They blamed the problems in Q4 primarily on the Japanese problem, but this is a lot worse than they indicated after Q4. If they do not have immediate turnaround prospects, I would be expecting another round of layoffs. I just hope that some of the same market factors are not working on IFMX. The key for IFMX having an acceptable quarter is to have around $100M in licenses.