Inference Corporation--Growing 100% and still inexpensive Message Board

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Technology Stocks : Inference Corporation--Growing 100% and still inexpensive

INFR 31.99

-0.1%

Jan 27 4:00 PM EST

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To: Ron B who wrote (1067)	12/11/1998 2:44:00 PM
From: Marci L	Read Replies (1) of 1246

Ron- I can tell you that when a company like Inference meets with a fund manager like a Putnam, Fido or even a Strong Capital there is a investment committee that needs to review before they can buy a stock. With that said, get a grip on things, this stock is a identical situation as Verity. I for one rode Verity from 10 to 5 to 18. Jepson is pushing all the right buttons and is executing on his business plans. He is giving guidance to the funds he is meeting with a clear 10-12 cent backing for this Quarter and a breakeven # for Q1 based on higher expenses with the hiring of 15 new sales people. Q2 will be a blowout # based on the new K commerce product, so he says. FYI,today he met with Heartland Advisors in Milwaukee and Strong Capital in Chicago. IMHO, 14-16 dollars looks like a reasonable valuation based on 99' #'s. Marci L

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