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

To: john michael winesette who wrote (10906)	5/21/1998 9:32:00 PM
From: Austin	Read Replies (1) \| Respond to of 14631

The revenues that were restated from the Industrial Manufacturer (IMs)licenses will roll forward into future quarters as the IMs ship products with Informix embedded. The rate of revenue declaration depends on how fast the IMs ship products with the associated Informix embedded software. As a side note, this is an incredibly profitable side of the database business and it is very good news that Informix is getting new customers / contracts or even that previous IMs are renewing their contracts. The reason the IM business is so profitable (even if the ASP is low) is that it is a one-time selling cost for many, many units usually embedded in hardware (like a telco switch or medical instrument) and the support costs are also lower.