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Strategies & Market Trends : Buffettology

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To: James Clarke who wrote (610)12/1/1998 7:16:00 PM
From: jhg_in_kc  Read Replies (1) of 4691
 
James Clarke, and all, I have come across an internet/e-commerce stock with a margin of safety--INFR, Inference Corp., $8 per share and has cash on hand equal to $3.50 per share. I owned this stock at 4 for months and it did nothing and I got bored and sold it. BIg mistake. It has doubled : a new management team, a contract with America On Line and salesmen to sell the product, which is the technology to facilitate telephone help lines to customers and something new called k-commerce, also the best search engine in the business.
I am willing to bet you will find this a Buffett stock compared to other high flying internut shares. Take a look at the SI INFR thread go back several months and particularly look at post #909 about the latest shareholder's meeting. This INFR is a rara avis. And only one analyst covers it--for now.

Tell me what you think of this little gem. Have I overlooked a flaw ?
jhg
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