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Strategies & Market Trends : Bill Wexler's Profits of DOOM -- Ignore unavailable to you. Want to Upgrade?

To: Bill Wexler who wrote (3857)	11/25/1998 11:17:00 PM
From: BelowTheCrowd	Respond to of 4634

> Remember, there has just been a major housecleaning of top and middle management - so you can't make heads or tails out of insider trades, since many will be exercising options as they leave or as part of their severance. < This is a major point. I know several people who left (or were forced to leave) IFMX, and virtually all of them had some stock to sell. The higher-ups had some pretty huge chunks, even with their current options in the toilet. The new management has not been there long enough for their options to have vested, and haven't seen too much appreciation in any event. Insider sales are unlikely to be much of an issue for a few years. A few other things to consider: The RedBrick technology is increasingly important for the large databases needed for complex logistics programs. WMT could not run its current systems without it, loading a full day's detail transactions for analysis and processing. There's still a shareholder lawsuit about this (some of the Redbrick owners say IFMX bought RedBrick dirt cheap, and they're right!), but the deal is most likely to go through. ORCLs good earnings have been mostly in the database area. To the extent that they've had trouble it is with all their other products, which is not a direct problem for IFMX. A strong database market is good for all database manufacturers, even if the biggest one retains the lion's share. ORCL's relationships with the entirprise software companies are increasingly strained, as they attempt to invade more and more of the application marketplace. SAP, PSFT, BAAN and all the rest are increasingly reluctant to pomote use of database software produced by one of their larger competitors. The buzz in the valley is that IFMX is back on the list of "good" places to work. Even people I know who have left them in the past year, continue to argue that the company should do well in the next few years. I started accumulating this one at around $4, not too long ago. Then the stock was a lot more speculative than it is now. mg

To: Bill Wexler who wrote (3857)	11/25/1998 11:41:00 PM
From: hasbeen101	Respond to of 4634

Bill, re IFMX. It's no secret that my "pet stock" is ODIS (Object Design), the leading pure object-oriented database company. I would appreciate any opinions you have about ODIS itself, or about the competition between IFMX and ODIS. I see IFMX as really two companies in one (or after the Redbrick acquisition, 3 companies). Levaing Redbrick aside, IFMX appears to be: 1. A turnaround situation for an RDBMS company that has good technology and which is recovering from very poor management; plus 2. A startup company that's betting on object-relational hybrid technology. I would value your thoughts.

To: Bill Wexler who wrote (3857)	11/27/1998 11:12:00 AM
From: Kevin Podsiadlik	Respond to of 4634

Something to file away for a less bullish time, one of our favorite walking contrary indicators has a new pick: #reply-6583139

To: Bill Wexler who wrote (3857)	11/30/1998 12:19:00 PM
From: Smilodon	Read Replies (1) \| Respond to of 4634

Speculation on IFMX. H&Q is saying that IFMX has the dominant market share of the e-commerce database business. I own a little IFMX and am doing more work. This could be the sizzle to unlock the value.

To: Bill Wexler who wrote (3857)	12/1/1998 12:27:00 AM
From: redwood	Read Replies (1) \| Respond to of 4634

hey Bill..i thought there was supposed to be something in your contract here that says you can't go on vacation without telling us!! 5 days without you giving us your take on the market is too long. miss you...post! ..please.. redwood