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

To: Austin who wrote (11040)	6/8/1998 3:26:00 PM
From: Robert Graham	Read Replies (1) \| Respond to of 14631

I have not been following IFMX closely. I see the stock has been in a narrowing trading range throughout the day and looks like it will close up. I am expecting a move down within the next couple days. This retest of previous lows will help determine in the selling is over with. Interesting. I thought IFMX would go down to 6 and it stopped at 6 1/4. Just when the market was starting the second part of its adjustment that it had began several weeks earlier and continued about a couple weeks ago, I though the DJIA would test 8750 and I think it went to something like 8790. I am beginning to understand how to handle volatile markets: do not use a magnifying glass. Otherwise it is easy to get caught up in the price movement and be thrown around with the market. Keep the big picture in mind and look for key junctures that can be used to evaluate the markets progress and the likelihood of it continuing current move or reversing. IMO the market is at such a key juncture which some call pivot point. Also it is important to keep in mind what key elements of the market needs to change in order to turn the market into a downtrend and a longer term correction. Fundamentals have nothing to do with this in terms of the timing. Just some thoughts and market babble. Comments welcome as usual. Bob Graham

To: Austin who wrote (11040)	6/8/1998 3:51:00 PM
From: treetopflier	Read Replies (1) \| Respond to of 14631

Warehouse competency doesn't translate into huge license revenue. The configuration described in this incredible news article is extremely cool. Only DB2, ORCL and IFMX can exploit the SP2 machines from IBM. Unfortunately for IBM, they never pushed the SP2 hard as a platform, even though it will scale well beyond their largest MVS boxes. Didn't want to position it against there own mainframes. Glad to see IFMX on it. Consulting revenues for SP2 experts are unbelievable because it is highly tunable and very intricate. Billing rates can exceed $4000/day for these folks (in case you are looking for a career change). However, what I've been seeing with warehouses is that they have relatively few users within the organization. Is IFMX licensing user based, node based or does it use some other method? Node based on a big SP2 would be a lucrative contract. User based pricing for warehouses used by middle/upper management decision makers won't yield large license fees. The warehouse isn't usually used by the line troops which outnumber managers 10 to 1. In the case of the bank in the article, the group using this warehouse is probably not more than 50 users. A major client has a relatively small (30 GB warehouse) that they spent $4M to build, another $500K a year to maintain, and it only has 6 users. There was $0 incremental license revenue involved in building it for the software vendor because they already had a site license for the software. Need to figure out a way to charge by the byte! Now that would be license revenue. Fly low, sell high...