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

To: BuzzVA who wrote (1266)	11/10/1998 10:32:00 PM
From: Trippi	Read Replies (1) \| Respond to of 3541

gang I want to make it clear that I am a bull and long IFCI -- personally I buy the 12 cents on 2.1 million shares argument -- and indeed believe that IFCI hit the number. But it really doesn't matter what we believe. A ton of folks swooped in over the last few days expecting .12, .13, hell .14 -- they we're thinking IFCI's gonna blow away estimates -- man I'm gonna make a quick killin -- these guys aren't gonna take a nanosecond to figure out what the real story is -- they're gonna hear .11 and run for the door. Any body who does even a basic DD on the company and listens to the call will figure out that FY estimates of .70 (and the company clearly stating that that's a number they are very comfortable with) means this baby is trading at 13 times forward earnings as we speak and its a steal. As a long I simply expect a pullback on the news -- nothing more -- and no real damage to the stock -- If we do pull back I'm just gonna load up and buy more -- cause it will be an even bigger steal. But I gotta tell you not in my wildest dreams do I see IFCI gapping up tomorrow -- if that happens I'm going back to Investment 101 remedial class (but at least a little richer <g>).