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

To: Charles Hughes who wrote (12015)	10/3/1998 12:56:00 AM
From: harryl1	Read Replies (1) \| Respond to of 14631

OT what to buy? IFMX sub 4.5? I am scared. ERP stocks and most big names dropping to record lows, rolling back two years of price appreciation... PSFT the latest drop, but even SAP is almost down 50% since hitting the big board, what, 30 days ago? vantive and other software companies have PSR's of 1 or 2, while a couple (MSFT, ORCL, some internet plays) stay in the stratosphere. Some neglected dogs even have share prices below book tangible value (TMPL, for example). I am very tempted to buy into PSFT, SEBL and SAP on the dips, but having chased IFMX down to the bottom I am surely going to wait on software companies for another quarter. meanwhile shorting financial firms... With the last round of dilution, I think i'll stay away from IFMX unless that have a blow-out quarter or get down to $4 and still delivery on profitability.

To: Charles Hughes who wrote (12015)	10/7/1998 4:55:00 PM
From: Dave Wulkan	Read Replies (1) \| Respond to of 14631

Well, either we're all speechless or the margins calls wiped most of us out of the game. Given the kinds of reports from ORCL and others about overseas sales does anyone still expect IFMX to report increased qtr/qtr sales? Someone said IFMX should report earnings Oct 21st. But I don't see it in the October Tech Earnings calendar at briefing.com/Schwab? Even though it's cheap at $3.825, I'd hate to buy in and then watch it go to $3.000 or better (or worse depending on your entry point). Personally, I suspect the real money makers will engineer some more sucker rally's before things get back to normal. Anybody agree? disagree? dave