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Technology Stocks : Inference Corporation--Growing 100% and still inexpensive -- Ignore unavailable to you. Want to Upgrade?

To: seth thomas who wrote (996)	11/18/1998 10:36:00 AM
From: Mike Healy	Read Replies (1) \| Respond to of 1246

Steve, Ed Bierdeman at Moors & Cabot has an EPS estimate for next year of $0.22, not $0.32. He is the only analyst I am aware of. Is there another ?

To: seth thomas who wrote (996)	11/18/1998 1:38:00 PM
From: J. Utah	Read Replies (1) \| Respond to of 1246

Comparing EBAY to INFR is ridiculous. Different businesses altogether. Why do it? It makes no sense and leads people to draw incorrect conclusions. INFR, like dozens of independent software vendors, is a company leveraging the Web as a platform for deploying customer centric applications. EBAY is a pure Internet play that is trading at 90 times SALES, and the metrics for evaluating pure Internet companies are suspect, unproven, and very risky. While it would be nice for investors, INFR will never have that kind of valuation simply because it utilizes the Internet. Instead, it must consistently report solid, profitable numbers. I think it can, but it should be understood that INFR is not an Internet stock as defined by the market at large.

To: seth thomas who wrote (996)	11/18/1998 2:24:00 PM
From: 45bday	Respond to of 1246

Hi Steve: Good to hear you asking those tough questions on the CC yesterday. Personally without something unusual happening I see this as hanging out in the 6-7 range which is why I unloaded some this morning at 6 5/8. I would suspect we will see a lot of resistance at this level as there are a lot of earlier investors who are just getting whole and will take profits, and also some of us will sell shs bought much lower in the past few months. 6 5/8 sure looks a lot better than 2 3/4. Once we clean house perhaps it will be ready to move into the range you suggest. I'm looking to add shs in the high 5's soon, but will not complain if it goes straight up from here. I have no problem buying those shs back at a higher price. Any thoughts on VNTV these days? Thanks.