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 : International FiberCom, Inc. (NASDAQ- IFCI) -- Ignore unavailable to you. Want to Upgrade?

To: Dale Baker who wrote (3452)	9/19/2000 8:13:25 AM
From: Thai Chung	Read Replies (1) \| Respond to of 3541

biz.yahoo.com

To: Dale Baker who wrote (3452)	9/19/2000 3:14:40 PM
From: Sergio H	Read Replies (2) \| Respond to of 3541

Hi Dale. Are you familiar with the PEH Fiber Optics Fund? They like IFCI. Are you one of the fund's managers, or is it coincidence? lightreading.com Thanks, Sergio

To: Dale Baker who wrote (3452)	9/19/2000 4:21:01 PM
From: MikeM54321	Read Replies (1) \| Respond to of 3541

Jay or Dale- Out of curiosity, why does anyone thing that IFCI has any fiber optic products in it's portfolio? It has none(except for maybe something in it's lagging used equipment business). Aerocomm is a mobile wireless play attempting to gain traction. Their only relationship to optics is the fact that they lay fiber in the ground and string it up in their aerial projects. They may do some equipment install business(headend, hub, CO) but I don't believe it's significant part of their revenues. So am I missing something or is this just a matter of semantics? There is no relationship between IFCI and what most would consider, "optical" plays(except the name, "Fibercom"). Oh as I re-read Dale's response, I see that he agrees. Sorry about that Dale. But I'll leave the post because this seems to come up repeatedly. IMHO, there is just no way IFCI will ever be priced like the pure optical plays the street incessantly talks about. -MikeM(From Florida)