Even though IBM is spending $1 billion to acquire the database assets of Informix Corp., that’s a relatively inexpensive price to pay for an installation base of 100,000 customers and a possible jump in market share over other software developers such as Oracle, Microsoft and Computer Associates.
“IBM has been kind of passive in this market until now, but that’s certainly changing,” says Peter Urban, an analyst with AMR Research in Boston. “IBM instantly gets 100,000 customers, a much cheaper cultivation of clients than cold calls or converting Oracle customers.”
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