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Informatica Corporation Message Board

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  • bimmertx bimmertx Jul 17, 2008 8:15 PM Flag

    how did the cc go?

    Very up beat. CEO is a straight shooter. Says they continue be in many deals with no competition but internal development so a lot of what people from IBM and Oracle isn't the whole picture.

    Guidance for Q3 and rest of year at high end.
    Financial companies were surprising strong in Q2.

    The Jeffries knucklehead tried to ask questions on orders slipping and he just totally missed his call. Ridiculous for him doing it the day before earning.

    I expect and upgrade Friday, Monday or Tuesday and I believe more than ever that some one(Oracle) is really missing the boat if they don't buy these guys at $23-24 a share. They are growing at 20% q over q which is very strong.

    Even without a buyout, I think we will hit $19 by year end.

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