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

To: Tom C who wrote (13854)	1/28/2000 9:08:00 AM
From: kormac	Respond to of 14631

Here is something to think about. I read from this morning's NYTimes that IFMX had the second largest increases in shorts during 15 DEC to 15 Jan, the latest figure is 1/2000 about 12,500,000 The rest of the numbers from below are from viwes.com and the last one checks out the NYTimes table. IMO it would seem many of the shorts are likely to cover during the next quarter. I listened to the cc and the most important thing that came through is that IFMX is EXECUTING. It sure seems that the management is doing well. As an answer to few of the previous posts, I have no emotional attachment to IFMX as I just took a position couple of months ago. I more potential in IFMX than ORCL, given its price right now. I think one will make money on both ORCL and IFMX. 12/99 7,708,440 7,563,240 1.02 11/99 3,517,999 2,683,324 1.31 10/99 3,182,061 1,850,395 1.72 09/99 3,343,421 1,262,939 2.65 08/99 3,737,502 2,049,199 1.82 07/99 4,030,642 2,717,472 1.48 best Seppo

To: Tom C who wrote (13854)	1/28/2000 10:04:00 AM
From: Logain Ablar	Respond to of 14631

From Bloomberg: When I checked last night 7 analyst follow the company. 6 holds, 1 accumulate. 1st qtr est. of 10 cents. After last qtr. look for upgrades and upward revisions. Its a value stock and patience will pay off. Tim

To: Tom C who wrote (13854)	1/28/2000 10:25:00 AM
From: Hardly B. Solipsist	Read Replies (1) \| Respond to of 14631

Your conclusion appears to assume either that a company's current stock price should be a function of their current P/E ratio (and related technical information), or that you think that IFMX and ORCL are similar companies. I would guess that your assumption is more the latter than the former, but I don't see that. It seems to me that IFMX and ORCL have made entirely different "bets" in terms of which technology they believe in. Would you disagree with that, or are you making other assumptions?

To: Tom C who wrote (13854)	1/28/2000 12:33:00 PM
From: uu	Read Replies (1) \| Respond to of 14631

Tom: > They have about the same growth rate... Actually they do not! While ORCL is enjoying a 10% sequential growth, IFMX is enjoying 20%+ sequential growth, and of course Sybase is not enjoying any growth at all! IFMX has 1/6 of Oracle's revenue, the market cap for ORCL is at around $150 BILLION, while Informix's market cap is at around 2.3 Billion. So considering IFMX's growth rate, and revenue, its market cap should at the minimum be 1/6 of Oracle's (or $25 Billion which transles into a stock price of $140/shr). Either that or Oracle's market cap should come down to around $14 billion which tranlstes into an ORCL stock price of $6/shr!! However I would think it is IFMX that is undervalued and not ORCL being overvalued. Therefore in my humble opinion evetually things will catch up and now it is no longer a matter of if but rather a matter of when for IFMX to have the market cap that it truly deserves. At $12-$15/shr IFMX is perhaps the most undervalued stock in the high tech sector at this time which should offer an impressive long term appreciation (and by long term I mean 6 to 12 months)! Regards,