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

To: Minnow who wrote (12923)	1/28/1999 8:48:00 AM
From: Punko	Read Replies (1) \| Respond to of 14631

F is showing himself to be a masterful ceo. If what someone said here is correct and ifmx is in fact pushing revenue out to the next q, F would be completely in character, continuing to show steady, predictable growth...like the kind Microsoft has been showing for ages. This would be a far cry from the Phil White days, and I think the street would ultimately pay a good premium for it. F has described himself as a marathon man (he actually runs them). He's looking way down the road. People expecting a quick buck are probably in the wrong stock. From a business process standpoint, it's much preferable to grow your company steadily than in a bursty fashion. You have more time to build up the infrastructure necessary to support the trailing growth, which positions you for better growth going forward. THis translates into improved service to your recent customers. They come back for more and provide good references for future biz. I don't think anyone doubts the superiority of their products. Execution had been the major question holding this company back, and in my mind that's been put to rest. THe only remaining uncertainty is the market and how well the products and services are aligned with it relative to their competitors. Ifmx is focusing on big data - huge oltp, warehousing and rich content management requirements. Warehousing and rich content in particular are very hot growth areas going forward. The web really does change everything. I really think we aint seen nothin yet in terms of new businesses spawned by the web and particulary in new data generated by global web communications. The pipes for transmitting that data are currently laughable. What will happen as these pipes widen? More consumption and demand for data, and certainly, more supply, requiring better management and analysis capabilities. Oracle and Microsoft don't have competitive products, although I think Oracle has a small chance to catch up, but they're not as focused on this niche and thus might lose a healthy chunk of this new business. IBM has competitive products, but they're less open and also not as focused. Microsoft is not only unfocused, they're saddled with the NT architecture - it's currently grossly inadequate for ifmx target market. But even if it could handle the requirements, NT is again one proprietary platform, and Msft will have trouble doing quality large enterprise support without attracting more anti-trust attention. Bottom line: ifmx is becoming an excellent long term growth story.

To: Minnow who wrote (12923)	1/28/1999 8:48:00 AM
From: Arthur Radley	Read Replies (1) \| Respond to of 14631

Pre-open bid and ask have already dropped below yesterday's close. Doesn't necessarily mean the stock will open here, but is good indication of what is in store. Ask price already down to 12.75.

To: Minnow who wrote (12923)	1/28/1999 11:50:00 AM
From: Rusty Johnson	Respond to of 14631

Informix Looks To E-Commerce Filed at 10:57 a.m. EST By Shawn Willett for Computer Reseller News, CMPnet As Informix turned in another solid quarter, executives said they are readying an e-commerce and channel offensive to pump up revenue growth. For its fourth quarter ended Dec. 31, Informix turned a profit of $22.9 million, or 13 cents a share, up 214 percent from $7.3 million, or 5 cents a share, for the same quarter a year ago. Informix earnings came in slightly above the 11 cents a share expected by Wall Street, according to the consensus estimate from First Call, which compiles estimates. Revenue was also up by a more modest 18 percent, to $214.6 million from $181.3 million in the year-ago quarter. Informix executives were jubilant that the company has now logged several quarters of good results. "The results are a vote of confidence from our customers," said chairman Robert Finocchio. While license sales grew by 22 percent, services grew an even healthier 27 percent. For fiscal 1998, revenue was $735 million, compared with $664 million in fiscal 1997, an increase of 11 percent. Reported net income was $52.3 million, or 30 cents a share in 1998, compared with a loss of $359 million, or $2.36 per share, in 1997. First Call had estimated a profit of 28 cents a share for 1998. Finocchio said the company showed growth not only in the data-warehousing market, but also in traditional OLTP, which many analysts have said was slowing down. "The OLTP market is by no means saturated as our results and those of our competitors show," said Finocchio. But the company does not plan to rest on its laurels. Finocchio said the company plans a fixed-price packaged e-commerce product to be released in April as will a partnership with a leading e-commerce vendor. The product will come out of the newly created i-Informix division, which recently released the i-Spy and i-Reach products for management and publishing of data warehouses, respectively. Informix's newly appointed head of global operations, Jean Yves-Dexmier, also foresaw a big increase in channel sales as the company ups its investment in channel sales. That increased investment will be in software developers as well as sales through distributors, according to Dexmier. "We will have more feet on the street and will be increasing the channel bandwidth," said Dexmier. He added the Menlo Park, Calif.-based company will have more channel-ready packaged solutions and a new vice president of channel operations, Jim O'Gara, has been appointed. nytimes.com Best regards.