IFMX - Investment Discussion Message Board

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Technology Stocks : IFMX - Investment Discussion

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To: Philip W. Dunton, Jr who wrote (13730)	12/3/1999 8:06:00 PM
From: mark	Read Replies (2) of 14631

I agree as well...this is my largest intentional equity position; my others are QCOM, ATML, CKFR, GBLX, FDX, MRVC, USIX, CORL, TXN, ANLT, CNXT, INTC (via the Dialogic acquisition), SONE (via the EDFY acquisition), COMS, and SEM. Strange, when you look at an accretive aquisition and a move to be more of a solution provider in an evolving Internet oriented, data-base driven world, that the market "spanked" them... Personally, I'm buying more.

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