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

To: SemiBull who wrote (9674)	2/23/1998 9:56:00 AM
From: frank doolittle	Respond to of 14631

Semibull: You and I have exactly the same thoughts. I have been in this train of thinking since the earnings announcements. In regards to the other posts about the marketing dept. If I remember correctly Mr. F's original expertise is marketing. I don't see him letting this be a weak link.

To: SemiBull who wrote (9674)	2/23/1998 10:52:00 AM
From: investorgal	Respond to of 14631

Semibull, What you say is not completely true. The insight into Q1 at the time the Q4 revenue is being booked can be surprisingly limited. Additionally, if the revenue comes in early in the quarter it MUST be booked in that quarter since there is no way to move the paperwork to the next quarter. January is a very slow month for sales with National sales meetings, vacations etc, so the opportunities in the pipe are really not well defined in terms of what will likely close in Q1. By the end of January, most of the Q4 numbers are done. This is when the Q1 forecasts start becoming more solid. Anyway, the bottom line is IMHO, the Q4 numbers were stronger than IFMX wanted them to be, they will start setting expectations for Q1 that say don't expect the numbers to beat Q4. Again, just IMHO. Cheers