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

To: MJ who wrote (11127)	6/23/1998 10:10:00 PM
From: Dave Yenne	Read Replies (1) \| Respond to of 14631

Market share is based on the number of customers using a companies products, in this case for data warehousing. One can't segment it out by size or special characteristics. If Sybase could do that based on least explosion of the raw data, they'd have 100% of the market for that group. Informix and Oracle have what they call "very large data warehouses" due to the fact that their databases must create numerous segments and indexes of the data in order to achieve acceptable performance. Oracle and Informix explode the raw data 5-12 times the size of the original raw data. This information is verified by the TPC-D benchmarks that they and their followers always tout. Sybase in contrast utilizes less physical data storage than does Oracle and Informix, even for OLTP databases. If you look at Sybase's DW database, Adaptive Server IQ, the resulting database is 30 - 70% smaller than the original raw data. This is achieved due to the patented storage technique that is used. The resulting perfomance is 50-100+ times faster than the traditinal RDBMS data warehouse. The same IDC survey when adjusted to eliminate data marts Informix's place on the list remains #4 at 9%, with Oracle #1, IBM and Sybase virtually tied for #2 with about 20% (if memory serves me correctly). The intent of my response to you and Mark are not intended to spark a debate or promote Sybase over Informix. I just feel that we as investors need to look beyond the marketing messages of companies we invest in and look for the real facts. In the case of Informix management they have been reluctant to speak to facts lately, IMO.