Re: Informix stock tanks on bad news.

On Fri, 4 Apr 1997, Nils Myklebust wrote: } cdr@xteam.co.at (Chris Drauch) wrote: } } :Mike Segel wrote } :> } :>Got a phone call this morning from my Broker. } :>Informix stock tanked under 10 due to reports of } :>poor sales across the entire product line. } :> } :>I think that some of this falls on a poor product line definition } :>and restructuring of the products. } : } :+ By Kourosh Karimkhany } :+ } :+ "It's a classic product transition," said Charles Phillips, software analyst } :+ at investment bank Morgan Stanley & Co. in New York. "They're trying to } :+ sell a new product before it's ready to be sold and they're not concentrating } :+ on the old product." } : } :I just hope they wake up now :) } } It truly seems as if they have told their salesforce too much about } the Universal Server so they couldn't consentrate on the currently } available engines. Although it's a "classic product transition" it } shouldn't have had to happen for a software company. } } With their new tools strategy and some consentration of efforts on the } engines they are however better positioned than any of their } competitors. The hope is that they can come up with a strategy to sell } the engines in volume. That's where the database market seems to be } going now. With inovative thinking and daring marketing they have } every oportunity. } } Nils.Myklebust@idg.no } NM Data AS, P.O.Box 9090 Gronland, N-0133 Oslo, Norway } My opinions are those of my company } The Informix FAQ is at http://www.iiug.org } Nils et al, I think it would be a great idea if Infx considered the possibility of porting their db online/us product line backwards to small office platforms, say like Win95, single and peer to peer networked (a so-called Dsa-lite, replacing SE, and offering the promise of bigger and better to accommodate office and db growth). And yes, I realize that Workgroup Server is a stab at this, but Yegads! on an NT c/s platform? I'm convinced, at least for now, that the product is solid and will be around for a while. Because I've been working with medium size SE dbs and small size "other" vendor Windows-based dbs, I'm equally convinced that there is a sizable niche market for the Online product. At some point I know I'll have to convert to Online because of internal growth pressures, and I'm not looking forward to that day. My 2c worth. Yours, Nick ********************************* Nick Nobbe, Library of Congress NLS/BPH mail: nnob@loc.gov *********************************