Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Roger Folsom who wrote (14115)	5/10/2000 10:28:00 AM
From: Hardly B. Solipsist	Respond to of 14631

I don't know that 65 corresponds to a steady state. After all, deals occur during the quarter, and presumably the terms vary. Most of the doctors that I go to that aren't part of an HMO want their money "right now", so theoretically their DSO's are 0. However, since most of them take credit cards now, that must mean that these have to be treated as being > 0 somehow. I don't know what's standard in the software business (or in any other for that matter), but most places that I deal with as a customer seem to regard 30 days as the goal and a lapse of 90 days as being really bad news. So in the absence of any other information I would tentatively regard 30 days as being the goal. All I am confident of is that if the DSO is increasing (or decreasing) you don't have a steady state...

To: Roger Folsom who wrote (14115)	5/10/2000 10:31:00 AM
From: uu	Respond to of 14631

Unless there is something fundamental wrong and the Company is about to go bankrupt for the life of me I can not possibly understand the market sell off of IFMX. The Company's valuations are at the same level as they were over a year ago with all their problems. Does market mean to say the Company does not deserve any higher valuations regardless of all the progress they have made since a year ago?! This is ridiculous. I am buying at $7 and cahnge because I feel the market is literally giving away the shares of the Company free!

To: Roger Folsom who wrote (14115)	5/10/2000 10:38:00 AM
From: johnlea	Respond to of 14631

cut by 2/3 in the past 22 trading days. 16 down days to 6 up days. at mid to upper 7s, it is at a strong resistance level as well as incredibly oversold. that doesn't mean it won't continue to go down further. the movement of this stock is absolutely insane! having said that, today's trading volume compared to other stocks would indicate that institutions are nibbling at this. why not at these prices. hell, if it just gets back to 12, you're talking over a 50% increase. john