Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Sycamore who wrote (12166)	10/22/1998 8:47:00 PM
From: accountant	Respond to of 14631

My 2 cents Bob F and crew has did a good job so far but the FUD factor is still out there The Red Brick merger needs to be done in a timely and cost efficient manner, and the majority of the Red Bricks customers need to come over to IFMX not convert to the competitors The sales figure of 185M was right on target, We need to see over 200m for this quarter and the perferreds, I have read alot about this and it is still confusing. I believe only the warrants are left and it seems to be they are convertable to stock at 7 something a share An I correct on this assumption? Thanks in Advance

To: Sycamore who wrote (12166)	10/22/1998 9:00:00 PM
From: Hardly B. Solipsist	Read Replies (1) \| Respond to of 14631

I didn't read anything that carefully, so this is really a question, but is IFMX really growing market share? My impression is that the RDBMS engine market is stronger than analysts were saying it would be (hard to imagine that analysts would be wrong...), so I had supposed that these numbers could mean that IFMX is getting their share of the market. Also, while it is depressing to see IFMX get no respect for solid improvements, this is also happening for ORCL, so it could be for the same reasons (whatever those are). I favor ORCL's new technology over IFMX's, so I can't say that I am astonished that IFMX stock price is stuck, although part of that is a result of my being resigned to the situation with ORCL (in which I am long). To get to $20 won't IFMX have to make over $1/share of the right color money AND demonstrate an ability to capitalize on the consulting/applications opportunities of their RDBMS sales on a long-term basis? Do you really think they can do that in 14 months?