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

To: george harriman who wrote (2800)	7/22/1999 12:47:00 AM
From: david james	Read Replies (1) \| Respond to of 3541

No I doubt it. They might do 9 cents, but I am expecting 8 cents. However, earnings are pretty irrelevant this quarter. According to the conference call, the company turned down several contracts while they negotiated with AT&T for the 'big one'. Lucky for us, they got the contract but it will be paying off in the next two or three quarters, not this last quarter. However, after the mess with Southern, IFCI has learned their lesson and all the acquisitions of the last few months have been priced on a performance basis. That pretty much guarantees that the acquisitions will be accretive. According to a Cruttenden Roth report they are expecting around $45 mill in revs. This should start to put us on the radar screens of a lot of the big institutions. We will probably hit $12 to $15 within 3 months, but the day after earnings will probably be wild. David

To: george harriman who wrote (2800)	7/22/1999 12:51:00 AM
From: Elroy	Respond to of 3541

Eggsually, if you look at Yahoo there are only two estimates for this quarter, one at 8 cents and one at 14 cents. The indicators from Yahoo that there are five analysts covering this company are inaccurate. From IFCI investor relations about 1 month ago. I am not aware of the four companies, which Yahoo refers to. Currently there are two earnings estimates/analysts reports 1. Cruttendon Roth, 2. HD Brous. Yahoo, as I have been informed by there own personnel, does not update its system unless it receives hardcopy from the analysts when changes are made. This was an issue with us last quarter when the still had old earnings estimates from the previous year listed on their site. So, if you look at consensus EPS estimate 30 months ago and see that it was higher, it is likely that one of the two analysts lowered his number from whatever it was to 8 cents, perhaps based on discussion with IFCI management? One has to wonder why IFCI doesn't contact the Yahoo people or First Call people and make sure the information services disseminate the correct number (if 8 cents is the correct number). Too busy layin' pipe I guess? Elroy