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

To: tony who wrote (10625)	5/1/1998 1:16:00 PM
From: bsl113	Read Replies (1) \| Respond to of 14631

Yes, this is a fact... The internet will create huge demand for data storage in the years to come. You don't be Nostrodamus to predict the future of where there world's economy is headed. This is the information age. Database sales will begin to increase once e-commerace begins to take off. Bryan

To: tony who wrote (10625)	5/1/1998 2:25:00 PM
From: Doug	Respond to of 14631

gsingh1: Spare capacity claims can only be substantiated by higher revenue and Incomes for the DataBase vendors. In-fact, all of them had a tough Q both in rev and income. Falling incomes point to price competition and margin squeezes. These usually do not occur when markets are expanding at high growth rates. Does any one have any details about the growth in this Industry.? Any one with access to a Gartner report for the sector may be the best person to advise us of those findings. Thx.