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

To: Mark Finger who wrote (11122)	6/23/1998 5:26:00 PM
From: Dave Yenne	Read Replies (1) \| Respond to of 14631

>>The difference is that IFMX has the proven scalability that Sybase is still struggling to get (at least they do not yet have the reference sites, especially in large data warehouses)<< Mark this is only because Sybase doesn't have to be 10-12 times larger than the DW raw data in order have excellent DW performance. Informix and Oracle are always spouting off about scalability and try to use it against Sybase. Its scare tactic that Informix and Oracle continue to use because they can't beat Sybase where it counts performance, reliability and cost of ownership. You continue to push data warehousing as the scalability proof for Informix. Informix has less than 5% of the DW market. If they are so good wouldn't they have a much higher market share. According to IDC research based on a 1997 survey Oracle is #1, MSFT is #2 and Sybase is #3 and Sybase has 27% market share. This survey addressed both the datamart and data warehouse installs. This is where MSFT with datamarts was able to come in #2. Can anyone actual give a count of the number of DW customers Informix really has? How many XPS customers are there? I was told by a former Informix employee that its less than 100 and might be less than 50. Granted, I have no way of knowing if these numbers are acrurate. We all realize that great marketing will make you tons more money than great technology. Lets step away from the marketing hype and show actual facts. Since I am biased toward Sybase, I have presented independent surveys and research in this and prior posts that supports Sybase. Is there anything other than TPC-D benchmarks (lets not go down that road again) that you can provide that supports these scalability claims, i.e., independent research, industry analysts, customer successes, etc. I am also an Informix investor and would very much love the share price to go up above $12 by year end. Also as an investor I would like to know the real facts and not what their marketing department wants you to believe.