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

To: syborg who wrote (11632)	8/12/1998 6:48:00 PM
From: Charles Hughes	Read Replies (1) \| Respond to of 14631

>>>I think you are on the money about IBM purchasing some additional database capabilities. Question is.... who? <G><<< I think as inventors of the RDBMS they have a giant NIH complex about it and will be extremely reluctant to do that. This is compounded by the fact that DB2 is a fine product. They also are doing well with their mini tools, Java, CORBA, etc. They might want to add more object technology, but they don't need IUS to do that. They don't need two products and they are not going to kill DB2. If we were talking the old MSFT, they might buy IFMX to kill them, or to get a superior product to SQL Server, but DOJ will not let that happen right now. With IBM, that wouldn't make sense, even if it were allowed. If IFMX gets in real trouble IBM will win the bidding war, if they want to, much later, and for much less money. Or CA, perhaps. After we have lost all our money. Meantime, IBM also have a better product than Oracle or especially Sybase. Might they want the Oracle applications or Sybase middleware tools? Sure, at a bankruptcy fire sale. I could see them wanting the Oracle market share, but then again I can't see that not being a legal problem, since they are by far the two biggest players. Every thread I visit has this same continuous IBM takeover rumor. Give us a break, please. Unless you guys have something more specific. After all, completely unreasoning rumor generation by stockholders to plump up their values is not strictly right or legal, is it? Not that you would ever think of doing something like that :-\| Cheers, Chaz