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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: 45bday who wrote (1122)1/31/1999 3:47:00 PM
From: Dan Berger  Read Replies (1) of 1246
 
Steve is the right man for that job.

It's funny, while that market (RMDY, VNTV etc) was languishing,
it was assumed that was one of the reasons INFR was depressed.
So, INFR took some steps to distinguish themselves from the
help desk, customer information management market.

Now that market is putting up steam again, and INFR does not
seem to be getting any benefit!

INFR's new positioning as an "eCommerce enabler" is a better
story long term. It seems though that the market has not yet
bought INFR's k-commerce story. A few big customer wins would
help.

Also, I suppose we should all remind ourselves that the stock
is up over 75% since late October/early November. Not too shabby.
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