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

To: uu who wrote (13861)	1/28/2000 1:55:00 PM
From: Hardly B. Solipsist	Respond to of 14631

ORCL's stock is valued more as if it is an "internet company" (whatever that's supposed to mean) than as a database company. And a case can certainly be made that ORCL is much more of one of those businesses (although you have to pick a definition to discuss the matter) than is IFMX. Also, as to IFMX's growth, isn't part of the curve due to them getting back on track? The stock (and I assume sales) were depressed due to people worrying about whether all of the bad news was public, and now that it's clear that the company is on the right track, mightn't the current growth rate be higher due to satisfying pent up demand?