International FiberCom, Inc. (NASDAQ- IFCI) Message Board

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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: FastC6 who wrote (2223)	5/3/1999 12:09:00 AM
From: Chris Helton	Read Replies (2) of 3541

Snake Eyes, re your assertion that IFCI will post sequentially down earnings...I don't know how you could have deduced this? That would happen only if IFCI was not able to get contracts for the companies they are acquiring. They have already demonstrated that they can get contracts for Kleven Construction and Riley Construction due to the new engineering and design capabilites carried elsewhere in the company. Admittedly, this co (IFCI) is not a series of marriages made in heaven but then again what mergers are. All Star (just acquired) is a very powerful company in its own right and is likely to get a lot of contracts in the rapidly growing West (where I reside). So I have a hard time understanding your assertion that sequential earnings will be down. Also, re your assertion that Keeley can't find qualified personnel to grow his company, the very reason for the acquisitions is to get the new personnel. It seems likely to me that despite your last posting that you were "long" @$6 1/8, that you have returned to your favorite posture, the short side. All's fair in love and war, so you have the right to whichever side you choose, but the debate would be enriched if your forecast of sequentially down earnings was backed up with an argument we all could debate rather than just a personal assertion. Re my suggesting that investor's in IFCI should not necessarily focus only on current earings (as they do with Internet stock valuations), I think the comparison was made only to point out that current eps is not all important. I should have used "cyclical" companies to make my point since you focused on the differences in revenue growth and size rather than the valuation method. A more unbiased approach might have made the connection I was seeking. Good luck Snake, you will need it on this one.

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