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Technology Stocks : International FiberCom, Inc. (NASDAQ- IFCI) -- Ignore unavailable to you. Want to Upgrade?

To: david james who wrote (1021)	10/11/1998 2:33:00 PM
From: Feraldo	Respond to of 3541

They will beat a dollar in 1999, I am almost certain, unless some of the contracts are renigged, due to recession. We won't go anywhere, BTW, until the market shapes up.

To: david james who wrote (1021)	10/11/1998 3:07:00 PM
From: Feraldo	Read Replies (1) \| Respond to of 3541

My half cent: If we all assume that they can keep the same profit margin (10.7%) I have proof that .36 is very low. 100 mil in sales this year (or so was projected right) 100 mil-30.9 mil (current) =69.1 mil Times 10.7% =7.39 mil Divided by 25 million shares (assuming an increase in shares) =29.6 cents per share Add in the 14 cents we already have =44 cents. With the same math, 120 million in sales =52 cents per share So we can say anywhere between 44 cents and 52 cents per share. Times a pe of 20 =$8.80 to $10.40 So we should hit that around December-January, because the institutions always know before hand. The profit margin also increased last quarter, and we can assume the margin will grow, because equipment sales is a higher margin market, and the larger sales volume will cover fixed expenses more easily. my half cent. feraldo

To: david james who wrote (1021)	10/13/1998 5:48:00 PM
From: George the Greek	Read Replies (3) \| Respond to of 3541

re: there is some caution regarding whether IFCI will successfully integrate the new acquisitions... This has been a concern of mine. Has management addressed this in any way during conference calls? I have not heard it mentioned specifically. Usually, the acquisition is described from the bottom-line point of view. Speaking as someone who knows what it's like on the inside, M&A and venture activity impose a lot of changes on the affected organizations. I would like to know how well prepared IFCI is for this growth-through-acquisition expansion, so that it should be smooooooth! Management always sounds so supremely confident. I hope they have their growth well in hand, from the management standpoint. We don't need any stumbles. George