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

To: Robert Graham who wrote (10544)	4/30/1998 5:25:00 PM
From: Mark Harrington	Read Replies (3) \| Respond to of 14631

The latest earnings are dynamic for the message they send to the market more than for their underlying strength or weakness. They state that the tide has turned for IFMX's fortunes. Their house is now in order --- they have cut costs, increased revenues (albeit modestly) and completed restructuring. This quarter's earnings announcement has been a test for IFMX given by the financial community, and IFMX has exceeded expectations --- management is now focused on winning customers around the globe and confronting ORCL and others, head-on. Most high-techs seem to move without regard to present earnings (indeed, most of the high-flying 'net-related stocks have not made a penny in profit); it is the expectation of continued growth and earnings, and confidence in management that will move IFMX forward in the months and years to come. Beating street estimates will bolster the expectation of continued growth but, more importantly shows that the new management is headed in the right direction. Of course, this is only my opinion. LONG on IFMX. Mark