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

To: Elroy who wrote (2729)	7/2/1999 8:38:00 PM
From: Charly	Read Replies (1) \| Respond to of 3541

"You need to get real (meaning look at the company's history)" OK, lets look at the company's history In 1998 IFCI revenues grew 190% to $105 million and EPS increased 170% to $.45. This year, the Company has expressed comfort with a further increase of 75% to $180 million in revenue and at least $.60 in EPS. Otis Bradley, an analyst at Gilford Securities estimates $0.85/sh and $360 million in revenues in year 2,000. By the way, when I made my DD in 96 and decided to invest heavily in IFCI they had revenues of 9 !!! Mio $. "Why are you such a cheerleader?" Because my investment in IFCI totally changed my life. I'm young, (not as young as Snake), free and independent and can do whatever I want to do the whole day and the whole night. "If you think the financial reports of IFCI are going to be so fantastic in the 2nd half of the year, why don't you chill out for 7 months, then come back and say "I told you so"?" Because I have my whole life left to chill out after these 7 months and I will enjoy everyday within these 7 months to say to you "I told you so" "Don't you see ANY potential negatives to investing in IFCI at all (you act like the stock is a T-Bill that yields 200%)?" OH YES, I see enough potential negatives, but I think it's a healthy, undervalued company with tremendous potential (in comparison to others with negative eps and with 5000 PE !!!!). Give KEALY (sp!) a break, it's a damn hard job to form this fiberoptic gorilla ! "Finally, what's the big deal about a friggin' potential Oppenheimer recommendation." As already said: My guess is that they have bought roughly 3 Mio shares within the last 6 weeks. Finally, Oppy don't go for 1 or 2 bucks gain. That's the big deal (at least for me) I'm convinced that IFCI really can do it (20-30-40 $) this year. Hope this helps Charly

To: Elroy who wrote (2729)	7/2/1999 9:13:00 PM
From: Charly	Read Replies (1) \| Respond to of 3541

Elroy, one other thing........ people like you or like Snake will never win the jackpot cause they have too many red flags in their minds. No risk, no fun ! Understand ? Charly

To: Elroy who wrote (2729)	7/3/1999 1:04:00 AM
From: Chris Helton	Read Replies (2) \| Respond to of 3541

why don't we wait until the second half to buy the stock? 1) we are in the second half already, 2) the qtr is over and is past info, 3) stocks always look ahead, not behind. Re this management disappointing analysts. I'd say, $.25/sh in 1997 going to $.43/sh in 1998, then going on to $.56/sh in 1999, then going to $.84/sh in 2000 is not disappointing investors. This company has delivered shareholder increased value. The only thing we are quibbling about is what to pay for it. I say 15X current year's eps is very cheap when the market sells in the high 20s (27X). You also need to look at "comparables" to figure out what to pay. Other companies in the same industry (e.g. DY) sell at much higher multiples than the S&P 500. This one will too eventually. Investors buy the future, not the past. IFCI will participate in the build-out of the fiber system in this country and for a while (5-10 years) will experience growth that is faster than the average good company's 10-12% growth.

To: Elroy who wrote (2729)	7/4/1999 2:08:00 AM
From: HardMoney	Read Replies (4) \| Respond to of 3541

Dear Elroy, TIME FOR CLASS!!!!!!! "Math And Investing: Prerequisite: A 4th Grade Education." LESSON #1 What does th "ps" in "eps" stand for? That's right ......."Per Share" Note: the following requires the use of.... DIVISION .....DO NOT TRY THIS AT HOME. In Q2 1998, IFCI earned $1.9 Million dollars. To calculate EPS you must know the # of SHARES outstanding.........pssst...that's what the "s" means in eps...... Well in Q2 1998 IFCI had 23,567,998 FULLY Diluted shares. IFCI stated that they did not foresee an increase in the # of shares outstanding, currently 30,000,000, between Q1 99 and Q2 99. ALERT !!!!:THE DIVISION COMES NOW. If IFCI earns the lowest of all estimates it will earn .08 cents PER(DIVISION HERE>>>) share. Now if there are 30,000,000 shares outstanding that would mean they mad $2.4 Million dollars.....Lets see thats $500,000 more than they made in Q2 98 and .....DIVISION...... 500,000/1,900,000=26% EPS Growth. Lets apply that growth using the trailling 4 quarters Trailing 12 month earnings: Q2 98: $1.9 Million With 23 Million Shares oustatnding** Q3 98: $2.3 Million With 27 Million Shares Outstanding Q4 98: $5.3 Million With 27 Million shares Outstanding Q1 99: $2.2 Million With 30 Million shares Outstanding Q2 99: $2.4 Million with 30 Million shares Outstanding* With the same 30,000,000 shares out there and using the lowest of the estimates of .08cents.....30,000,000 x .08 = $2.4 million, 26% Growth in earnings. Since IFCI seems finished with large % share dilution ( Remember the warrants ) using a constant 30M shrs outstanding.........you could arrive at; Q1 99 = 2.2M Q2 99 = 2.4M Q3 99 = 2.9M (Q3 98 2.3m x 1.26 = 2.9) Q4 99 = 6.7M (Q4 98 5.3M x 1.26 = 6.7) Throw in a conservative $2 Million for recent 99 aquisition and you get: FY 99 earning total : $16.2 Million w/30M shs out. $0.54 per share FY 98 earnings total: $11.3 Million w/27M shs out. S0.42 per share Now adjust 98 for current shares count FY 98=0.38 EPS Growth rate is actually .54-.38=.16/.38= 37% growth rate. All this using the lowest analysts implied growth rate for Q2 of 26% as a constant. * Using constant shs out of 30 million Q2 98 EPS would have been 0.06 cents.....so even the lowest analyst who is calling for 0.08 cents is implicitly forcasting 33% year over year growth Can IFCI maintain a year over year 30% growth rate we'll have to see. But to say the is no earnings growth is evidence of a gross misunderstanding of basic Math. My question still remains Could some one point me in the right web site to find IFCI "internal growth rate"? Frank