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Technology Stocks : IFMX - Investment Discussion -- Ignore unavailable to you. Want to Upgrade?

To: John Solder who wrote (13727)	12/2/1999 1:28:00 PM
From: freddie	Read Replies (1) \| Respond to of 14631

It's going to require some patience on our part, but it appears they're on the right track. I especially like the broadening of the platform. f

To: John Solder who wrote (13727)	12/3/1999 10:10:00 PM
From: Gary Korn	Respond to of 14631

I'm very enthusiastic about the accretive ARDT acquisition and have started accumulating IFMX through ARDT shares. I first got into IFMX with just 300 shares at 11. Having read the synergies offered by ARDT, I added another 1,000 ARDT shares today at 30 (which is like buying 3,500 IFMX at 8.57). I will average down when/if the opportunity arises. I view this as a value play very much like ASND (at 22), ELN (at 23) and NITE (at 24). Yes, there may be some more trading downside, but you can't keep a stock that grows revenues over 20% per year, in a very hot sector, down for long. Gary Korn