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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: Trader Harvey who wrote (1082)12/18/1998 6:34:00 PM
From: Dan Berger   of 1246
 
I've been in the software industry a long time and the
reasons you cite for the "fourth-quarter" phenomenon
while logical, are overrated. There is something else
going on in INFR's case, although I've never been able
to put my finger on it. As I said, my bet is that it
has something to do with the way they account for
service revenues.
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