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

To: bob gauthier who wrote (10631)	5/1/1998 2:09:00 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 14631

Bob and Mark Finger, but in fact, we do not think Informix's databases are significantly more high end than IBM, Oracle, and soon Microsoft with the arrival of its SQL Server 7.0" Do you agree with this statement from Bob's post. I do not, based on what I know about IUS. I thought IUS could do very well in the emerging area of video-databases (not a real word I made that up), which is a new arena. I agree that msft has commoditized dbms base level functionality for apps. And the new sql server is good - I expect no less from the Jim Gray team in Redmond. Michelle

To: bob gauthier who wrote (10631)	5/1/1998 2:18:00 PM
From: Lee L.	Read Replies (1) \| Respond to of 14631

Specifically, we think Informix is competing in an increasingly competitive market with the likes of Oracle (OTC: ORCL-$25 7/8-Neutral), IBM (NYSE: IBM-$115 7/8), Microsoft (OTC: MSFT-$90 1/8), NCR/Teradata, (NYSE: NCR-$36 11/16) Compaq/Tandem/DEC (NYSE: CPQ-$28 1/16), Sybase (OTC: SYBS-$8 1/2-Buy), etc. We think that by sticking with databases, Informix is in an increasingly commoditizing market, particularly with more and more database seats resulting as follow-on sales to support enterprise applications (translation: price pressure). IMO, this analyst is just parroting the notion that all DB products are now equal. I just don't buy it -- not for the high-end of the market. The high-end market will only get bigger as massive, global systems are made available to everyone on the internet. Someone will have to enlighten me on the Compaq/Tandem/DEC database offerings.