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: bob zagorin who wrote (10481)	4/29/1998 8:08:00 AM
From: Rusty Johnson	Read Replies (2) \| Respond to of 14631

More of Murphy's impressions from Hambrecht & Quist Conference: MM thought IFMX had the "best presentation" of the conference so far and thought he wasn't alone in that opinion. After the presentation the breakout area was "jammed" (not a large room). He said this is a "real company" with a "real manager" (whatever that means) and Bob F. did a "great job". He joked to Bob F. that his Bloomberg said they were going to show a four cent loss. Bob just smiled and said "we'll see". I wouldn't read much into that. He thinks analysts are going to go back to their investment committees with very favorable recommendations and we are "headed on up from here". Keep in mind Murphy's opinion is not unbiased. IFMX has been his #1 new money trade in the model electronics portfolio for months. I'm looking for double digits today or tomorrow. My opinion is not unbiased either. Look for good news after the close on Thursday IMHO. As Bob Z. said, "fwiw". I'm not icing down the Dom just yet, but I'm thinking about it. This is damn fun . . .