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


To: AmericanDane who wrote (11979)9/30/1998 2:14:00 AM
From: Hardly B. Solipsist  Respond to of 14631
 
Yeah. Good technology, bad marketing. Can't decide about the new
management. I also can't figure out if they have the right technology.
The datablade stuff seems like a powerful erector set, but it isn't
clear to me that it really gets them close enough to the things that
people need to do with a database these days. I can't shake the
feeling, every time I read an interview with upper management, that
they are back in the 80's somewhere. Does anyone else reading this
thread feel that way? (On the positive side, they seem very reliable,
butI worry that the company is chasing a train that has left the
station.)



To: AmericanDane who wrote (11979)9/30/1998 4:52:00 AM
From: Charles Hughes  Respond to of 14631
 
>>> Uh, anyone have something to say about IFMX?

What I said a long time ago - price from 4 something to 5 something until just before earnings. Tremendous whisper numbers have already been hyped, so probably they will sell on the news at earnings. Unless the market gets more that a quarter point from the fed it is probably going to tank a little more soon, and take IFMX down with it.

Long term, people will see this stock more positively when a positive PE for the year comes up on their screens. Which looks to happen.

And I'm long, but slightly. Looking to buy again at low four-something, perhaps too greedily there, but it's been a bad year.

So, that's IFMX to me. Good products, dull story. Anyone else?

Cheers,
Chaz