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Technology Stocks : IFMX - Investment Discussion

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To: bob zagorin who wrote (14011)4/19/2000 6:20:00 PM
From: Logain Ablar  Read Replies (1) of 14631
 
Thread:

Very good results considering its the 1st quarter and we had the acquisition on March 1.

Not sure what the analyst will think. Current status is 1 strong buy and two holds. There were 5 or 6 analysts asking questions. The H&Q and ING plus one woman (not sure where from) asked good quesitons. One guy was clueless. Wanted IFMX to committ to a 20 to 25% growth rate (he'll need to do his homework).

I'll settle for this 10%+ top line rate for now. Better than whats been in the past. With the web & business products growth accelerating top line should increase more.

With the settlement now 307.5 million shares.

Looks like some revenue is being strung out (customer advances of 26M). Originally planned to be in 1st half but now ratable over the 4 quarters (might have something to do with the SEC guidelines released in Q4 of 99??)

Hey on a per share in comparison to ORCL they did good. Remember ORCL had to include 400+ of investment gains or they would have had 11 or 12 cents.

At least IFMX recognizes its weakness in marketing. From the recent announcments it looks like they are improving in this area.

M
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