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To: Charles Hughes who wrote (11845)	9/9/1998 8:37:00 AM
From: RDH	Read Replies (1) \| Respond to of 14631

Charles and all, I do not see where the pattern of Informix yesterday was that much different than so many other tech stocks yesterday. It opened up higher, stayed around that price until another rise in the afternoon. Although, it outperformed the market, yesterday, it is currently somewhat in synch with the general market. Now of course it will diverge from this as we approach earnings date. In addition expect it to be slightly influenced by Oracle, as Oracle approaches its earnings announcement. Expect Oracle to struggle to get back up to at least 25 regardless of the rest of the market (unless we see a significant market decline -- below 7300 -- which is possible with what is happening in South America and Washington DC). Realize too, that Informix value lies in its future, which even the most bullish of us have to admit is uncertain. If Informix Corp was liquidated today it would be in the red. If everything was sold, all employees terminated and Informix was completely dismantled there wouldn't be enough to pay off all debts (based on last quarter's data). However, as Informix begins to prove it can generate revenue without a lot of capital, it becomes very attractive to growth stock investors. Once it is make 15 to 20 cents a quarter, it will be clear how underpriced this stock is. At that point institutions will jump on and we will see it much higher than now. In addition, its past financial problems will be forgotten and Gartner will move its position in the famous Gartner quadrant, and analysts will recommend this stock with Buys and Strong Buys. Of course, that will be the time to seriously evaluate the price of the stock and determine if it has gotten to pricey. Hopefully we will be seeing around $20 a share when that time comes. For now we should all be prepared to live with the volatility and not expect any miracles short term. If they occur, great. But a long term focus is still in order, in my opinion. And although, I expect the best, I realize there is substantial risk involved. - RDH.

To: Charles Hughes who wrote (11845)	9/10/1998 7:15:00 PM
From: Rusty Johnson	Read Replies (1) \| Respond to of 14631

Forbes, September 21, pages 202-203 ... Is Informix Back? Robert Finnocchio "If you think the database business is slowing down, you're wrong," he says. "The market for databases will only grow, not shrink. Customers want improved performance, they won't settle for what they have. And companies are not done buying databases." Aaron Zornes, research director, Meta Group "They've got the technology, and it works." Nikhil Hutheesing, author of the article "Now imagine how Hyatt's site might look with Informix's new database, which deals in images as well as text. You could get a 180-degree view from you hotel window and decide whether it was worth an extra $100 to see the oceanfront instead of a brick wall. You might take a peek at what's on the buffet table in the dining room, or at the scene in the hotel pool." "Few companies use the new databases, but Aberdeen Group says they will before long. It projects a market of $14 billion by 2003." "Informix has recently signed on a number of new customers, some of whom say they chose it over Oracle. Among them are the British Broadcasting Corp., America Online, Lucent Technologies and Calvin Klein." "It may be too soon to claim that Informix is out of the woods entirely, but Finocchio is off to a good start." Nothing new really but thought some might find it interesting. Some positive press if nothing else. FWIW