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

To: Philip W. Dunton, Jr who wrote (13730)12/3/1999 8:06:00 PM
From: mark  Read Replies (2) | Respond to of 14631
 
I agree as well...this is my largest intentional equity position; my others are QCOM, ATML, CKFR, GBLX, FDX, MRVC, USIX, CORL, TXN, ANLT, CNXT, INTC (via the Dialogic acquisition), SONE (via the EDFY acquisition), COMS, and SEM. Strange, when you look at an accretive aquisition and a move to be more of a solution provider in an evolving Internet oriented, data-base driven world, that the market "spanked" them...

Personally, I'm buying more.



To: Philip W. Dunton, Jr who wrote (13730)12/3/1999 8:09:00 PM
From: Guru Gus  Read Replies (1) | Respond to of 14631
 
Dollars & cents, this looks ok....but IFMX still needs to lift its game on the web side. No matter what Dex says about this ARDT stuff being web based, most of what he is talking about - click stream analysis etc - they already had with Red Brick.

I hope this does'nt take their eye of the need to build up their game with a high profile web acquisition.

Have a look at what SYBS picked up this week.

Guru


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