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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked -- Ignore unavailable to you. Want to Upgrade?


To: thebeach who wrote (2893)12/10/1998 8:15:00 PM
From: Tim Luke  Read Replies (1) | Respond to of 90042
 
maybe good for a 1/2 point



To: thebeach who wrote (2893)12/11/1998 7:13:00 AM
From: JustInTime  Read Replies (2) | Respond to of 90042
 
>>What about IFMX after ORCL beat,one would expect them to rally,no?

If ORCL increased it's sales, its probably safe to assume that at least some of those sales came from clients that might have bought from other vendors...why would that be good for IFMX. IFMX's only hope is to get bought out...but not sure who might want to own them or why. ORCL will OWN the high-end database market (it already does and there share is increasing). MSFT will OWN the low-end database market. IFMX doesn't have much appeal to many large corporate buyers anymore, too financially unstable...who wants to bet the farm on a company that may go belly up at any time...(I am a database consultant and I have several very large financial services companies as clients, they are taking the extrodinary step of not only not buying any new IFMX licenses, but also going in a replacing existing IFMX databases with Oracle; this is a very expensive thing to do, but many IS VP's feel IFMX is just to risky to own any more...just my own two cents...)