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

To: Hardly B. Solipsist who wrote (13851)	1/28/2000 1:45:00 AM
From: bob zagorin	Read Replies (1) \| Respond to of 14631

i'll take a shot. i have followed IFMX for 3-4 years but have been lucky enough to miss all the problems and have made money on my IFMX trades. so i don't have an emotional attachment. ifmx has, i believe the best technology to underpin major multimedia websites. oracle has the most clout and size. i have been skeptical about IFMX's latest acquisition, Ardent, because some of the trades say they will have trouble integrating all of ARDT's products and may have paid too much. i sold my position right after the announcement. but after further review, i bought ARDT (instead of IFMX) at 34. since then both companies have had excellent Q results and ARDT is still a good buy at the merger ratio. right now the market is weak and you might get a chance to get it lower. i'd watch for a little while and try and get ARDT / 3.5 = IFMX > 11-12. as for me, i see them much higher by the fall so i'll hold what i have and maybe add a little more if the Nasdaq corrects. all IMHO.

To: Hardly B. Solipsist who wrote (13851)	1/28/2000 8:51:00 AM
From: Tom C	Read Replies (4) \| Respond to of 14631

Hardly, As a comparison, ORCL has been quite volatile, but is basically up a factor of about 10 in the last 4 years, while IFMX is down about a factor of 2, and in the last 2 years has been pretty much stuck where it is (except for some panic selling for a while when it dropped to an absurdly low price). And after this latest earnings report, which looked quite good to me, the stock hasn't budged. I guess my question is, do you look at ORCL and IFMX, for example, and think that IFMX would be a better place for your money right now, or are you just reluctant to give up? I own ODIS, IFMX and ORCL. IFMX is the worst performer over the last 10 to 12 months, it is only up 90%. I bought at 5 1/8 15 months ago. For the last two years IFMX has consistently made or exceeded the analyst numbers and has been profitable. ORCL has a pe of 100, IFMX has a pe of 35. At this point in time which has the greater potential in terms of percentage price gain this year? They have about the same growth rate, either one these stocks is overvalued or one is undervalued. Regards Tom

To: Hardly B. Solipsist who wrote (13851)	1/28/2000 1:31:00 PM
From: Dinesh	Respond to of 14631

HBS I love this question because it makes so many assumptions about the readers of this thread and has so many working hypotheses. Now, only a matter of some reporter pushing it all into snazzy headlines. Regards Dinesh

To: Hardly B. Solipsist who wrote (13851)	1/28/2000 8:57:00 PM
From: Dr. Zax	Read Replies (1) \| Respond to of 14631

Hi Hardly, Wow, and thanks for opening a thought provoking and intelligent conversation. I will be a share holder and employee of IFMX when the ARDT deal is done. From my angle, there are tremendous synergies in the ARDT/IFMX combination. From everything that I have heard (being on the inside of the business and all) IFMX/ARDT technologies are better than ORCL's in many ways (not all). Historically, the problem with IFMX is that they haven't been able to leverage their technological advantages. They have missed on marketing calls, they had crummy management for a while that lead to SEC problem. Now however, IFMX is redirecting their focus. We are taking aim and I believe we will be coming on strong into the market. The cloudscape purchase will help, and ARDT will easily bring 10 or more cents per share per quarter and 30%+ growth. ARDT's datawarehousing capabilities are impressive and when they are real-time they will be better suited for large websites than anything ORCL can come close to matching. All in all, I see IFMX stock price as a fairly undervalued and ORCL as way overvalued. I will hold my ARDT shares, then my IFMX shares until at least 25. Dr.Zax