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

To: Hardly B. Solipsist who wrote (12170)	10/22/1998 10:42:00 PM
From: Raven McCloud	Respond to of 14631

what a funky market! sybs reports rather dismal results a few days ago and is up .40 today while ifmx with very rosy results is down .34! i can only assume that ifmx still has a pall of FUD hanging over it as well as a certain orientation by the pros of ifmx being a good trading play. reminds me a bit of iomega in the glory days of its volatile trading range. so i played ifmx today myself ended up going long at the end of the day. raven

To: Hardly B. Solipsist who wrote (12170)	10/22/1998 11:29:00 PM
From: Sycamore	Respond to of 14631

Hardly, Obviously, the expectation is that the company will grow 20-30% or so per year. As a smaller software company with much superior products (at least according to some analysts who have evaluated and follow different companies with competing technology products and talking to a few friends who have solid experiences in this area), IMO the $12 target price sounds very reasonable short or long term. All it needs is an earning power of 35-37 cents (25-30 PE) during the next 12 months and it should trade around $10-12. If the company can deliver more then the price should be much higher. Look Oracle, Sybase, Informix and many other good database companies can co-exist. There's a huge market out there. However, with a growth potential of 20-30% a year, why does IFMX need to earn a $1 to trade at $10-$12? Oh it's past my bedtime. Good luck to you and your Oracle. I like it too and may buy some of it as well. Anyway, please see another report snapshot on the subject below. sycamore ING Baring Furman Selz LLC issued Company Report On May 5, 1998 ING Baring Furman Selz LLC analyst Sanjiv Hingorani issued a 6 page Company Report on INFORMIX CORP. Report highlights: " The 1998 and 1999 EPS estimates were raised from $0.15 to $0.20, and from $0.32 to $0.35, respectively, due to customer wins and a multi-year contract with Lucent Technologies. In addition the firm's products are considered superior to the products of such competitors as Oracle and Sybase. A BUY rating maintained. " Sanjiv Hingorani has not made enough stock forecasts to be meaningfully ranked relative to 25 other analysts following Informix Corporation. Sanjiv Hingorani has not made enough EPS forecasts to be meaningfully ranked relative to 25 other analysts following the same company. Select report for IFMX:

To: Hardly B. Solipsist who wrote (12170)	10/23/1998 11:01:00 AM
From: AmericanDane	Read Replies (2) \| Respond to of 14631

The nice thing about IFMX earnings growth potential here is that they're cost structure is much tighter which gives them significantly better earnings growth leverage than the old version of the co. If you figure they are a 40c company now, that leverage should make getting 25% - 50% higher than that a reasonable goal. Take that 60c, add 20% annual sales growth (20 PE), and you have a $12 stock. Adding to this would be success in showing that their small but fast growing niches really are growing that fast and IFMX gets their fair share. Its not a slam dunk, but it is plausible.