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Technology Stocks : International FiberCom, Inc. (NASDAQ- IFCI) -- Ignore unavailable to you. Want to Upgrade?

To: mark garner who wrote (2690)	7/1/1999 8:11:00 PM
From: FastC6	Read Replies (1) \| Respond to of 3541

<<this is my view on the earnings estimate being revised downward, if it is true, i see that as positive as long as the meet or beat the expectation.>> Keep lowering the bar and they just might meet them. Look at the last 3 consecutive quarters and you will not find growth. Add this quarter in and that makes 4 consecutive quarters of no growth. What makes you believe the next quarter or the quarter after that will show improvement....because KEELY says so.....yeah right! . .

To: mark garner who wrote (2690)	7/2/1999 12:55:00 AM
From: HardMoney	Respond to of 3541

Well said!! Agreed. But may I add, WARNING LONG POST: when/if Oppy initiates coverage, if it is before earnings, it would probably mean a low est. of 8 or 9 cents and IFCI beating it by a penny or two thus running the stock......... because ....."Hey, the beat the only ,real, est, they had to beat Oppy's."....the stock could tickle 20 by Oct. If on the other hand Oppy waits until after earnings then it means that they are currently undecided but interested........I hope the longs don't flame me for this one, but this is a serious concern I have.......if snake is even 20% right in what he's saying.......and oppy waits...... and they miss existing eps estimates.......believe me .......you think it's nice watching oppy buy........wait'll ya see them sell....... en masse...........it's not pretty..... I saw this happen with a co. called Agribiotech (ABTX). Saloman Smith Barney Initiated with a Buy.....the co disappointed somewhat in eps but not much......seams SSB got into some type of feud with management over a proposed but never announced secondary....SSB wasn't going to do it.........Soros bought and shorted against the box.........It was a mess........it ran from 6-29 back to six in a year..........and it fell faster than it climbed. A lot can be read from a research report........ ...even more can be read from the lack of one. I learned from ABTX that growth by aquisition is bullshit unless you know what you're doing. Can anyone quote me something from a 10Q or 10K that would give me this internal growth number. Or is it that a surge in internal growth is a quarter away...........the market believe it's this Q......if they miss,this is assuming no oppy report......there not going to fool oppy,....... the area we are in now 7.5-9 would look like 1st support, assuming a run to at least 12 before earnings. I am riding the technicals and momentum of this stock......I believe in their "Idea", but intergrating all these new aquisition isn't easy from a financial standpoint, even though IFCI is really a holding company for the companies they buy which are run as seperate co's that also do business with one another... .....that internal revenue supports their top line growth concerns me. Can anyone point me to a place that gives me the real adjusted "actual from outside IFCI revs." revenue numbers....I haven't looked. Don't get me wrong but unless you know the analyst at oppy no one know when or if the will initiates......it sure looks that way.....but who really knows.........and if they don't it's because they are not sure and are waiting on this Q's numbers to initiate.......and quite frankly if they're not sure ...I'm not sure if I want to hold thru earnings....assuming the runup I expect. Regarding the expected run before earnings.....with earnings 6 weeks away the longer we stay at the 8-9 area, the greater the runup will be if there is one.........we seem to be at a focal point here......the stock is making a triple top in this area and needs to make new highs.......if it were not to, a tripple top is bearish in and of itself. I've made a 25%AAR return on my money in 5 weeks.......that's not what Charly is looking at he has a larger return, but then again I rarely hold a stock more than a year, a year and a half absolute max for me.......while most of my capital goes to short-intermediate term......10 munites to a quarter or two.....trading. These art just some thoughts. I would appreciate any help in finding the internal rev and eps as well as growth rate for both. Trying to evaluate whether or not this is a longer type hold......in which case I will take some profit now and leave the rest be. BTW, a lot of different MM's on the ask Dean Witter and JW Charles to name a couple......sombody is shorting this stock or the mm's that bought inventory in the 8-9 a quarter ago and nines expecting the stock to have been higher now are unloading to break even........I rather believe that someone has decided to short this thing, expects it to disappoint and doesn't expect an initiation by Oppy. Right now technically and with Oppys buying pretty obvious to anyone with even minimal trading tools, I would have to follow the money, Oppy's.....upticks and and volome must increase to break out up to and past 10. Goodnight, Frank