IFMX - Investment Discussion Message Board

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Technology Stocks : IFMX - Investment Discussion

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To: Marq Spencer who wrote (14441)	9/20/2000 11:03:22 PM
From: bob zagorin	of 14631

I'm not happy either but here's the positive spin. Just last week, Conexant announced it was splitting between slower old growth component and faster parts and the market responded by bidding stock from low 30s to over 50. Rationale is that fast growth e-commerce components of IFMX can't get value they deserve because of slower old line data components. If the announcement hadn't been coupled with warning might have generated a pop. second, these new products need to be sold into cos. who use ORCL, IBM, MSFT dbs. as long as they are perceived as IFMX products, this is more difficult. this is a rationale for many spinoffs. third, new mgt. gets one "kitchen sinK" Q - a quarter where they can dump all kinds of charges and readjust expectations to they can beat then going forward. This is Geynes one chance to do that. He's got to dump the kitchen sink right now.

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