Re: Microsoft to announce buyout of Informix

From: David Sandman <sandman_at_cfer.com>
Date: 1997/05/05
Message-ID: <5kl45m$6j_at_cssun.mathcs.emory.edu>#1/1


Looking at the stock ticker from NetWorth (http://networth.galt.com/) the last trade was at $8. And the trends so far look like the stock is = on a=20
rebound. So a take over is probably not as likely now.

But if it does start to drop again Microsoft might just consider buying = out
Microsoft. Just look at April 7, 1997 Information Week. On the cover is = the=20
headline: "The Billion He Really Wants" and below that it states: "A = billion NT=20
database transactions a day, that is. At the same time, Gates wants to = support=20
10,000 concurrent users and a trillion bytes of data. But so far, SQL = Server=20
handles fewer than 12 million transactions a day..."

What a better way of getting what he wants! Just buy an existing = database=20
company. Then Microsoft can use its marketing abilities and then, maybe, = make=20
Informix the #1 database company.

If someone was going to buy Informix, I would like someone else other = than=20
Microsoft to buy it.
=20
} Dave Petheram wrote:
} >=20
} > Why would the SEC allow it when they didn't allow Bill to takeover
} > Intuit?
} >

}=20

} They probably won't as others have suggested. But nothing surprises
} me anymore.
} =20
} > dp
} >=20
} > In <01bc582a$8096f9e0$38c3f326_at_mantis> "James McGovern"
} > <mcgovej_at_commandsys.com> writes:
} > >
} > >When your look at INFORMIX over the last five or so years, think of
} > >all the products that have been brought to market by INFORMIX.... =
 Now
} > >think of how much the market has taken up the offering's.... How =
 much
} > >resources do you think it takes to bring a product to market ? How
} > >long do you think it takes to return an overall profit on the =
 product ?
 .....
} > > I'm guessing they have lost heaps of doe ray me over the last few
} > > years because of diversification.
} > >
}=20

} Diversification or distribution?

}=20
} I think the diversity is less of an issue more than how the products =
 are
} distributed. To see the big turn-around, we'll have to see a new way
} of doing business. Informix can do better, and I think it could =
 happen.
}=20
} > >One thing is certain, When money in the door slows down and money =
 out
} > >the door speeds up your asking for a takeover and I can't think of =
 any
} > >other company that has the proven record in software development =
 like
} > >Microsoft. When you think Captain Billy boy has taken the idea of
} > >creating a dos for dummies environment and ran with it and now look =
 at
} > >the giant he has made. I can't wait to see what will happen with
} > >INFORMIX and thank god we all have the opportunity to be there at =
 the
} > >start.

}=20
} The market Microsoft has traditionally gone after is in their name, =
 the
} small single-user unit. From single-user, they've tried to scale up,
} on THEIR terms. They have learned slowly to scale their products
} to a multi-user paradigm. But even at that, they resist the UNIX =
 model,
} with disdain. To adopt a multi-user environment like UNIX, they first
} have to find a way to create their own UNIX, and then act like they've
} always supported UNIX, only now they've somehow overcome 20+ years of=20
} computing wisdom.
}=20

} However of late we are seeing even Microsoft on edge, with the same=20
} vulnerability to supernova as any other big player out there. The=20
} bigger you are the harder you fall. Witness IBM, who is now in the
} process once again of reinventing themselves.
}=20

} Informix will do well to understand the Achilles heel of Microsoft,
} and run with it. If they took a small-scale O/S, say Linux for =
 example,
} port the latest products to it, it could be a real win. They don't=20
} want to end up like Sybase. :-)
}=20

} I keep thinking Microsoft will catch on to the multi-user market, but=20
} now the biggest thing they really want to do is replace Novell
} business. =20
} This is a total miss of how technology is moving, or where things will =
 =20
} ultimately be. =20
}=20

} It's so simple, use TCP/IP for networks, and a true multi-tasking O/S=20
} for your server. Add clients, yes Win95 PCs for GUIs, if you must, or =
 =20
} Telnet VT100s, and you're done. GUI tools are now available to talk =
 to=20
} UNIX servers to keep things pretty for the end-user. Data must
} ultimately=20
} be stored in a data base. UNIX will remain as the best place to keep =
 it
} managable and secure. NT is a scary platform security-wise, with so
} much
} of NT being undocumented, now would be a good time to replace it.
}=20

} --=20
} Tim Schaefer \\|// =20
} tschaefe_at_mindspring.com (6 6) =20
} ------------------------oOOo---( )---o00o---------
} http://www.mindspring.com/~tschaefe
} http://www.inxutil.com ( http://207.69.204.52 )
} MAKE TIDAL WAVES THE OCEAN IS BIG
Received on Mon May 05 1997 - 00:00:00 CEST

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