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


To: Gregg who wrote (9601)2/20/1998 12:31:00 PM
From: investorgal  Read Replies (1) | Respond to of 14631
 
Gregg,

Those earnings increases are from who.......? And their prior estimate was
d0.35.? Yea, I'll believe they know their stuff, right.

Earnings increases based on expense control only are short-lived. We
need to see meaningful revenue increases as well as. Not revenue increases caused by moving things from one quarter to the next. The Q4 expenses
were $20m less (for the better) than bobf had targeted. That's great. I know they
cut back on additional real estate and commission payments were less than
anticipated. But I'll look through the 10Q/Ks when they come out to really see
where the additional expense cutting was done.

And since you are a fan of high PEs...... if 1998 revenues are .10 then the
stock will be at 5 if the PE is 50 and 10 if the PE is 100.

So pardon me if I ignore this "estimate."



To: Gregg who wrote (9601)2/20/1998 12:34:00 PM
From: J Bertrand  Read Replies (2) | Respond to of 14631
 
Gregg,

You have the distinguished honor of being one of the first posters I have ever seen "flamed" for being positive on a stock. Do you know why this is happening? Your attitude my friend.

Jeff Bertrand