IFMX - Investment Discussion Message Board

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Technology Stocks : IFMX - Investment Discussion

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To: Northern Marlin who wrote (14590)	4/26/2001 5:17:27 PM
From: 4finger	of 14631

I'm not suggesting that Ascential should trade at 8 x rev but that is where Informatica is currently. Ex closing with cash of $3.30/share, the $2 valuation has Ascential trading at half that rev multiple. Despite the discount to Informatica, I agree that is not a steal which is why the market took the stock down on the news. But, with the large company infrastructure/history, small company niche focus, and a mega balance sheet going forward these guys are in great shape. I really think any time the stock spends south of $5 will be pretty short-lived.

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