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Technology Stocks : IMPX - When Will the Dead Money Awaken? -- Ignore unavailable to you. Want to Upgrade?


To: Zeev Hed who wrote (254)3/29/1998 1:22:00 PM
From: Phil Jacobson  Read Replies (1) | Respond to of 532
 
OK, no problem - I'll take 6 or 8!

Talked to Sergio today. He had very nice things to say about your knowledge of this field and indicated that if you were on board it would solidify his feelings about this stock a great deal. Sounds like you're on board!

Phil



To: Zeev Hed who wrote (254)3/30/1998 11:28:00 AM
From: slob  Read Replies (2) | Respond to of 532
 
Zeev, On what basis do you expect a 6 to 8 bagger?

From my perspective IMPX is a good turnaround but I don't see a 6 bagger, I'm looking for a near term 4 to 5 bagger from the low i.e.peak about $3.5 to $4.

I say this because I expect IMPX to max out a P/S of about 4 and I see a lot of problems with them increasing revenue sharply in the near term. That said revenues could easily double over a 2 to 3 year period.

Is your target based on doubled revenue with a P/S ratio of 4?

Slob