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

To: Howard Armstrong who wrote (10636)	5/1/1998 2:52:00 PM
From: Robert Graham	Read Replies (1) \| Respond to of 14631

I agree with your near term prognosis of this company. If I was a short term player, I would be exiting this stock now. However, the longer term players (ie: the people like me who sustained a large selloff) are looking forward to better results with this company. However, I do believe the honeymoon of Bob F with the investor will be limited in time. I suspect next quarters results will be more critically assessed by the investor and analyst. Meanwhile I will be writing these options to reduce my cost basis. I want to note here that even though there is some bookwork involved with the last two quarters earnings reports, I do believe Bob F is not the CEO that Phil White was. Bob F is pursuing a calculated strategy to balance the odds of his success in his favour as much as he possible can. He has bought some well needed time by staging break even earnings reports. I would of done the same thing in his shoes. By the way, thank you for your feedback. I wish more posters would respond to my ramblings. Bob Graham