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

To: Sycamore who wrote (12344)	11/13/1998 3:24:00 PM
From: Dinesh	Read Replies (1) \| Respond to of 14631

Sycamore I thought too many calls was a bearish sign. Clout is a non-issue in this instance since both sides got be pretty $$$$$$$$$$$$. Anyhow, most options expire worthless (97% ?). Expect things to change after 20th. Fundamentals are good. Sybase is full of troubles. Accounting is bound to be super clean. Management is nothing if not focused. Oracle is the big winner already but we are value investors here (and also not so averse to a tick here and there ;-) and our interest is more in $ than in bits and bytes. In face-to-face transaction not much personal information was revealed. On WWW, its a different story - you can legitimately track buyers and that means mining. The new merchant infrastructure also means a lot more emphasis on complex distributed OLTP. Informix is good in OLTP and gearing up on warehousing. Good news if they can execute. They do have some kick ass technology to leverage. And, a respectable management. Not a bad bet. Regards Dinesh