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Technology Stocks : International FiberCom, Inc. (NASDAQ- IFCI)
IFCI 0.06000.0%Jun 7 5:00 PM EST

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To: stockycd who wrote (2780)7/13/1999 5:13:00 AM
From: Charly  Read Replies (2) of 3541
 
Chris,

I think 0.08 is already discounted, with the best excuse they
give us till now (T). The midterm outlook (Q3/Q4) should overrule
the Q2 Performance.

On the other side the NET TOTAL EARNINGS (If you like it this way)
grew ONLY 26% in Q2 (If 0,08 is correct). That's a real disaster
in a market which is exploding. I would say that they have massive
problems with e.g. Southern

Some more items to consider:

- IFCI treats their shareholders like slaves in the 18th century

- They have acquired a webdesign company 2 months ago and these
guys are not able bring up the webpage till now.

- Terms and Conditions of the T contract are not announced
What we know is that there is work in Denver and SF.
Also we know that IFCI wants to generate 30 % or their
Revenues. (When 99/00/01 ??) And that's all ! Nothing more. For
sure is that the GM from this deal will not be more than max 25%

- A&C ! My god !
1 news message in 6 weeks. The Russel 2000 news is not worth one
word !

- A few weeks ago they told us sth. like 20 acquisitions this year.
Have they changed their strategy ?

- At the annual meeting Kealy said he could announce at least
7 new contracts if he want (OOUUUUUUCCCCCHHHHH !!)
C'mon, don't be so shy

- Fact is: No (real !) contract is announced for weeks in one
of the hottest markets

Despite the chance that

1. Oppy rec comes out tomorrow
2. The web page comes out tomorrow
3. Kealy announce 7 contracts tomorrow
4. Acquisition tomorrow
5. IFCI and A&C suddenly find out that they are listed on Russel
2000 tomorrow
6. The terms of the T contract will released tomorrow

they failed 10 $ again and I can't see this
happen within the next weeks. So I decided to move a large block
of shares on the sidelines and will go on extended vacation. I will be back in October

Regards

Charly









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