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

To: Gregg who wrote (9867)	3/9/1998 5:37:00 PM
From: Mark Finger	Respond to of 14631

>>Reading into the press release, the system has just been installed? >>This is new revenue coming in. This was a "deployment" release. Gregg, the problem is that unless the business is very small and of a common type, there usually is a significant customization of the product, even if it is from a 3rd party. If S2 Systems was the VAR, then it might have helped here, but I know that IFMX does not directly market such an application. Even if there is little modification, there may be considerable data loading and organization to do. The point is that most sites will take 3-12 months (or sometimes considerably more) to go from contract to deployment. The implication of this is that the contract was probably signed and most of the revenue recognized in a previous quarter, with only a little revenue related to the actual deployment. Hence this is probably not "current" new sales. Mark

To: Gregg who wrote (9867)	3/9/1998 10:58:00 PM
From: kazick	Respond to of 14631

Gregg, I'm asking you a favor, I know you like to talk, but hold your horses and let me finish before you start your response. I KNOW YOU LIKE IFMX. I own it also, so you know were on the same side.But I'm sick and tired of listening to your bickering. I've a great idea.!!!!!!! Start your own thread on this site. I know it will be a success and you can fight, cuss, yell and scream, on it. Some of us around here enjoy a slightly different level of stimulating conversation. Thank You-