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


To: chirodoc who wrote (9351)2/12/1998 12:12:00 PM
From: @jim  Respond to of 14631
 
>>>>>I think it may settle above 9-10, certainly above Sybase

....beyond the fundamentals, there may be some basic market space
repositioning perceptions that will say IFMX should float somewhere
between Sybase and Oracle. It we look at historical price data
on where IFMX had been in relation to S & O, I think the market
may want to put the price back in that same relationship.

....so with Sybase at 9 7/32 and Oracle at 28 3/8, INFX in the
10 to 14 range, based on this pleasant surprise may be possible.

....as for the 2 years out, we are on track from our previous
discussions for a healthy 25 to 30 price if they grow steadily

Just some thoughts IMHO....

@jim



To: chirodoc who wrote (9351)2/12/1998 1:06:00 PM
From: Mo Chips  Read Replies (2) | Respond to of 14631
 
<<...what is your 1-2 year price target?>>

Without a through review of the numbers (which I will of course do upon release of 10-k) I'll throw out a $15 target by year end, $25 two years out...

Mo