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

To: Satch77 who wrote (2998)	9/23/1999 9:59:00 AM
From: le maitre	Read Replies (1) \| Respond to of 3541

Things are realy not too bad. IMO.(for the longs) Read this post from yahoo board Have had a day to ruminate, by: wiiawisb 27024 of 27031 lick my wounds and try to determine what all of this means. I keep coming back to two unshakeable factors that keep gnawing at me. The bank refinancing and AT&T. Let me elaborate below. Refinancing - From a bird's eye view after stripping away all of the details how financially healthy is IFCI? I dare say healthy and so has IFCI's lending sources. There was a new infusion of credit two months or so ago. That would never have happened if IFCI were financially stumbling and fumbling. The lending source had access to information not even available in the SEC filings. Answer (for me at least) - IFCI is a financially healthy company. AT&T - This megagiant has a lot at stake in its race to develop infrastructure. We have all seen endless articles that discuss AT&T's principal interest is getting that job accomplished. Correct me if I am wrong, but IFCI was brought in Denver because others weren't getting the job done correctly. IFCI has strategically "partnered" itself with AT&T. Would that megagiant allow its own fate to be determined by a fly-by-nighter. I don't think so. They know IFCI is performing and will continue to provide work. At this strategic juncture and in the short term , AT&T can not afford to have IFCI not do its work. Right now AT&T and IFCI are in the same canoe paddling together. All it takes for disaster to happen is for one party to stand up in the canoe. Then everyone is in the drink. I don't see AT&T letting that happen now. Answer for yourself why IFCI has opened offices in Texas and why Joe Kealy revealed for the first time yesterday that IFCI is doing work for AT&T in Chicago and St. Louis? My guess is that AT&T is very pleased with IFCI's work and is giving them more than they can chew. I hasten to add that IFCI is involved with another country in order to get the skills necessary. I can say with certainty that every one of our firm's clients can not find enough labor force to fit its needs. It underscores the notion that the AT&T deal must be enormous. In summary, IMO either IFCI is underperforming and trying to hide it or is performing and JK's statements about training costs are correct. At the least and IMO, IFCI is guilty of very poor marketing, PR and IR. That needs to be corrected at once. However, I just can not believe that AT&T would "partner" itself with a company going no where fast. I will give it two more quarters.