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

To: Marq Spencer who wrote (14441)	9/20/2000 11:03:22 PM
From: bob zagorin	Respond to of 14631

I'm not happy either but here's the positive spin. Just last week, Conexant announced it was splitting between slower old growth component and faster parts and the market responded by bidding stock from low 30s to over 50. Rationale is that fast growth e-commerce components of IFMX can't get value they deserve because of slower old line data components. If the announcement hadn't been coupled with warning might have generated a pop. second, these new products need to be sold into cos. who use ORCL, IBM, MSFT dbs. as long as they are perceived as IFMX products, this is more difficult. this is a rationale for many spinoffs. third, new mgt. gets one "kitchen sinK" Q - a quarter where they can dump all kinds of charges and readjust expectations to they can beat then going forward. This is Geynes one chance to do that. He's got to dump the kitchen sink right now.

To: Marq Spencer who wrote (14441)	9/21/2000 10:20:52 AM
From: 4finger	Read Replies (1) \| Respond to of 14631

Saying that the Ardent merger and subsequent un-merger is an economic screw-up is to state the obvious. What has happened in the past is completely irrelevant. All that matters to the stock price going forward is the question of if Geynes strategy makes sense and sells on wall st. Initial indications from folks like Hochfeld et al is that it does/will. I laughed reading H&Q's sudden cautionary tone here at $4. The comment was sort of a "gee wiz now that this thing has been annihilated I think we'll get careful and sit on the sidelines". That is hilarious! This reminds me of Cabletron.