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

To: Mark Duper who wrote (12136)	10/21/1998 11:12:00 PM
From: Charlie Tuna	Read Replies (1) \| Respond to of 14631

Mark,How about a whole bunch of good reasons: -a good growth rate -they are now really making money -key products to a key industry...internet infastructure -very low institutional ownership very key here only 17% -lots of shares available -hedge fund in a very exposed postion -the boss is doing a thon this is not a jest folks -overall market has moved up which should allow ifmx to make a move Charlie

To: Mark Duper who wrote (12136)	10/22/1998 8:15:00 AM
From: Dinesh	Read Replies (2) \| Respond to of 14631

Mark There is a big guys game and there is only so much room. There is DB2, Oracle, SQL Server. Then, Sybase/Informix, ... Plus a bunch of smaller, not-mainline vendors. Infromix used to be #2 in servers. Being the tail-end does not help. No one wants to acquire them. So ? Informix's task is cut out for it - it has to fight it out. I am not expecting a 5x here. All the company has done is turned to black which is fine but there are a ton of companies that are in black and their stocks just mark the time. Regards Dinesh