IFMX - Investment Discussion Message Board

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Technology Stocks : IFMX - Investment Discussion

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To: Hardly B. Solipsist who wrote (13851)	1/28/2000 1:45:00 AM
From: bob zagorin	Read Replies (1) of 14631

i'll take a shot. i have followed IFMX for 3-4 years but have been lucky enough to miss all the problems and have made money on my IFMX trades. so i don't have an emotional attachment. ifmx has, i believe the best technology to underpin major multimedia websites. oracle has the most clout and size. i have been skeptical about IFMX's latest acquisition, Ardent, because some of the trades say they will have trouble integrating all of ARDT's products and may have paid too much. i sold my position right after the announcement. but after further review, i bought ARDT (instead of IFMX) at 34. since then both companies have had excellent Q results and ARDT is still a good buy at the merger ratio. right now the market is weak and you might get a chance to get it lower. i'd watch for a little while and try and get ARDT / 3.5 = IFMX > 11-12. as for me, i see them much higher by the fall so i'll hold what i have and maybe add a little more if the Nasdaq corrects. all IMHO.

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