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To: Serendipity who wrote (12031)	10/7/1998 6:07:00 PM
From: Marc Slovak	Read Replies (2) \| Respond to of 14631

When I first read the announcement I almost gagged but maybe this is a good business move. On the down side they're buying a company whose sales have been declining and is piling up losses, however, as you point out they have alot of cash 22.5 million as of June 1998 and there will obviously be an opportunity to reduce the Red Brick head count due to duplication. As I see it now I'm not sure that an acquisition for a reported 35 million in stock given all this is such a bad move. We'll see what the market thinks. There is an open letter to Red Brick shareholders on their Web Site redbrick.com

To: Serendipity who wrote (12031)	10/7/1998 9:37:00 PM
From: MJ	Read Replies (3) \| Respond to of 14631

I see this acquisition as great news. Red Brick has gained a lot of good clients and a solid technical reputation in the market, despite not executing well corporately- probably because of lots of competitive pressure from Oracle, Informix and Teradata. Analysts recognise that RedBrick was the innovator in Data Warehousing for many years- but they had problems with scalability. The combined technologies will add up to a powerful capability. This will not only open doors for Informix, but more importantly will make a bit of a splash in the market and signal that Informix is no longer dead in the water. jmomj