Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Zoro who wrote (13066)	3/25/1999 9:42:00 PM
From: SKIP PAUL	Respond to of 14631

IFMX has produced growth for the last four sequential quarters. Why wouldn't that continue? The demand for Database products is going through the roof thanks to e-commerce. I see no signs or reasons for a reversal.

To: Zoro who wrote (13066)	3/25/1999 10:45:00 PM
From: Dinesh	Respond to of 14631

Zoro, It is true that when ORCL sneezes all database companies catch cold. But that may only be the way to bet - not necessarily the whole story. E.g., Dell, HP, etc. have been announcing slower PC demand but MSFT differs. So, what's questionable is appropriateness of Dell as a bellweather. Likewise, in the DB business. We certainly passed on ORCL (in favor of IFMX, MSFT) for technical and TCO reasons. Oracle IMHO has a strong suit in marketing, and a very large talent pool, but the pace of change is higher now. To base the direction of the entire DB industry on basis of ORCL would be a mistake. I too picked up my leaps when it was 5-6 and will buy more on oppty. It's value. Of course I am not a good trader... Technology-wise, new markets, and a chastised mgmt team is a good combo. Then, it also doesn't hurt if ORCL is battling for its life with MSFT. Regards Dinesh