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

To: Mark Finger who wrote (10408)	4/24/1998 3:24:00 PM
From: akidron	Respond to of 14631

Mark I have been very careful to recognize this fact, with is why I only see a #30c this year benefit from this income... but tell u what... let's just wait and see... 7 cents I say...

To: Mark Finger who wrote (10408)	4/24/1998 7:03:00 PM
From: Dave Yenne	Read Replies (1) \| Respond to of 14631

My feeling is that IFMX would be doing well to do double the average industry growth in sales activity. Since current DBMS y/y sales activity is expected to be in the 20-25% this year (at best), IFMX simply cannot be expected to do more than 40-50% (and not all of that will be "recognized" because of the new accounting rules). Even Oracle isn't getting 20-25% growth in their database revenues. What makes you think that Informix can grow thier's this high. The y/y comparisons for Informix is difficult due to the prior 3 year restatement. Do you compare against the restated numbers. If you do, do you subtract revenues carried forward by the restatement before you compare. I have no idea what to expect from Q1 earnings. I hope that its better than (.04) but I can't see +.06-.10. There's been a lot of great expectations predicated on this and other forums, but no substance to back them up. If the numbers are going to be great wouldn't the analysts be changing their predictions. They all got burnt last quarter. Don't get me wrong, I want the best. If Informix posts a profit for Q1 I'll be that much richer when the stock goes toward $12.