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

To: Alok Sinha who wrote (12448)	12/4/1998 12:59:00 PM
From: Dave Wulkan	Read Replies (2) \| Respond to of 14631

Anybody know why LU is up 4 + today? dave

To: Alok Sinha who wrote (12448)	12/4/1998 8:25:00 PM
From: seth thomas	Read Replies (1) \| Respond to of 14631

You're joking (about LU dilution), right? Current IFMX market cap is less than 1% of LU market cap. I think Lucent is trying to get into the software business all over the place - particularly where there are long term Internet infrastructure plays. The software business is higher margin and commands higher valuations. Informix seems like a bargain - less than 2X annual revenue, and it seems as if finocchio has cleaned up the company and rebuilt much of the organization. It's just waiting for someone to buy it.