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

To: Charles Hughes who wrote (11666)	8/16/1998 10:54:00 PM
From: Hardly B. Solipsist	Read Replies (1) \| Respond to of 14631

I think that you have it right. It isn't as if there isn't a lot of money to be made in this area -- if anything, data-centric software is becoming more important and will continue to do so for as far into the future as my crystal-ball goes. I believe that the main problem is that the database vendors haven't been doing much other than selling engines and ancillary tools for quite some time, and this part of the software business is "maturing". Also, if you get too comfortable in this industry you get run over, and there haven't been any really new database ideas since SQL. (Please don't start babbling about OODB stuff -- surely by now even the most rabid fans have noticed that ODIS, the "leader" in this area, can't get off the ground, and can guess the world at large is probably NOT waiting breathlessly for more and better object technology in a database.)

To: Charles Hughes who wrote (11666)	8/17/1998 11:13:00 AM
From: Austin	Read Replies (3) \| Respond to of 14631

"If IFMX makes 0.20 a share this year, a miracle in other words, it will have a P/E of 28 at current prices. So, why does everyone here seem to think the market isn't giving this stock full credit?" You make an excellent point...... that is why Informix must make significant penetration into hot markets like E-commerce /DW and show top-line growth. For example, GE announced the other day that they are committed to implementing a mandatory extranet for their 40,000 suppliers. They expect to move $5 billion in purchasing over to the Internet during the next four years and it will save them an estimated $500 - 750 million per year. If Informix were to successfully move into areas like this, they would have outstanding growth in license revenue and professional services and have more "sex appeal". Then watch the stock price accelerate..... By the way, Bob F. clearly understands this......