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Technology Stocks : International FiberCom, Inc. (NASDAQ- IFCI)

IFCI 0.0600

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Jun 7 5:00 PM EST

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To: Chris Helton who wrote (2221)	4/30/1999 6:46:00 PM
From: FastC6	Read Replies (3) of 3541

<<the value of a company is not always in the short term earnings per share (my fellow investors (speculators)) or have we not been watching the Internet stocks lately.>> You got to be kidding right? Don't even begin trying to compare the U.S. fiber optic installation market with companies whose market place is everyone in the world. <<point is that requiring that all acquisitions be accretive from the "git go" ignores what Joe Keeley is trying to do,>> Mr. Keely has repeatedly said that ALL acquisitions WOULD BE accretive to earnings NOT dilutive. <<which is: create a company that has the "tools" to bid on larger and larger contracts. To do so he needs engineering, construction, and design all within each region he wants to bid on contracts.>> He needs qualified manpower and he can't find it. There is a shortage of it. Thus, you will see earnings sequentially down to flat not growing as one would anticipate. <<As he puts this together, the value of the company goes up, not down, regardless of the short term eps>> If it is showing signs of real growth then the value of the company goes up. Compare this quarters revenue to the last two quarters 3rd and 4th not to last years first quarter. <<How else can you explain Amazon.com's stock price action while they demonstrate increasing or continuing losses?>> The size of the potential marketplace and the perception of the ability to capture a good chunk of it. Eventually, they will have to make money or the bubble will burst. <<The key question is whether Keeley is investing shareholder money wisely, not current eps. good luck Monday>> The investments are wise if he is pooling together profitable entities into one. Again, it must be looked at carefully to see if these acquired companies are still profitable and growing. If they aren't the investments are being squandered. BTW, what are you looking for in the earnings release monday? If it's top line revenue growth compared to the quarter a year ago I don't think you will be disappointed.....but I don't think the street will be impressed they will dig deeper than that. . .

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