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Technology Stocks : Oracle Corporation (ORCL) -- Ignore unavailable to you. Want to Upgrade?

To: Tony D. who wrote (7043)	5/1/1998 11:10:00 AM
From: Mark Finger	Respond to of 19080

I want to disagree with your analysis. IFMX did reduce expenses a lot, due to the changes in last year's Q2 and Q3. They held the line on expenses relative to Q4, which also had reported a profit. Here is the report: biz.yahoo.com In the PR on new bids, they reported a lot. In particular, they reported 3 wins in competition against Oracle. None of the deals is probably large (a previous post on the Q4 sales said that F. saild that all those were smaller deals--none over $2.5M). This looks to be more of the same, with the possible exception of Lucent, which may be very big over time. The thing I notice is how many of the bids involve Universal Data Option (newspeak for Universal Server) that they mention. They seem to really be establishing that. biz.yahoo.com Mark