Infinium Software (INFM)? Message Board

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Technology Stocks : Infinium Software (INFM)?

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To: bob zagorin who wrote (111)	11/17/1999 10:26:00 AM
From: WTSherman	Read Replies (2) of 172

Bob, we've talked alot about this group of stocks over the past year and I agree with you that many will be much higher 6 months from now. I'm still dubious about ROSS, though it will probably ride the wave with the rest, though, I doubt that they'll figure out a way to make any money... A real interesting play that's associated with these is FORM(Jetform), the stock is very beaten up and looks like a good value to me. Their most profitable business has been SAP related. They make a report output application for SAP that is vastly superior to the same capability inside of SAP. They've been hit hard by the slowdown in SAP deployments related to Y2K, these sales should rebound in the new year. Also, they've moved heavily into web based workflow applications. Again, this is an area that's been very slow for the past six months as most company's haven't been deploying new systems. This should also pick up dramatically in the new year. The company is selling for 1.2x sales, which is pretty cheap. They're well run and have some pretty impressive products.

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