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

To: David Cohen who wrote (12430)	12/3/1998 6:11:00 PM
From: bob zagorin	Read Replies (2) \| Respond to of 14631

This is good news for 2 reasons. 1. i doubt that IFMX would proceed with this strategy unless thet were matching or exceeding their internal plans. 2. whatever they have been telling these institutional investors is apparenly being well-received.

To: David Cohen who wrote (12430)	12/3/1998 6:18:00 PM
From: Hardly B. Solipsist	Respond to of 14631

> Weren't datablades supposed to allow IFMX to do a great > job hosting web content? Where are they in this space? Why > is Oracle getting all the internet-related press over > Oracle 8i, which has only recently come out? I think the > PR people need to start poppin' some Proactive Pills over > there too. Datablades were supposed to make it easier for users to extend the database, which they probably do. However, datablades are low-level, so while they make it feasible for (very sophisticated) third-parties to add new primitive data types, I don't see how they do much to make it easier hook a database to the internet, which is what Oracle8i is about. While not having something is no bar to selling it, IFMX hasn't got anything like the same kind of story to tell in this space that ORCL has.