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

To: Mark Duper who wrote (13124)	4/7/1999 4:05:00 PM
From: Thomas Zoran	Respond to of 14631

Agreed. I am new to Informix, but it looks like they are taking on somewhat different characteristics than traditional Oracle and Sybase...it appears management is extremely aggressive and focusing on delivering a net savvy business. But look at earnings. $25M profit last qtr. This stock's PE (assuming no earnings growth this year) is 12. I'd be buying, and I did today at 6 7/8. Cheers!

To: Mark Duper who wrote (13124)	4/7/1999 6:08:00 PM
From: BelowTheCrowd	Read Replies (1) \| Respond to of 14631

I'm in agreement, to some extent. ORCL, PSFT and SAP are screwing the entire software sector for good and bad, but probably only temporarily. IFMX has been hit to some degree, but to a very large extent it exists in its own little world while the street tries to decide if last quarter's news was a fluke or a real recovery. Positive earnings and a good CC could provide a lot of ammo to those people who are looking for a turnaround. IFMX is trading at a slight discount to ORCL's multiple and ORCL is in the toilet. If they can show that top line growth is BETTER, then the stock will do nicely. mg