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

To: J. Utah who wrote (999)	11/19/1998 10:03:00 AM
From: seth thomas	Read Replies (1) \| Respond to of 1246

>>Comparing EBAY to INFR is ridiculous. Different businesses altogether. YOu know that, and I know that, and most of the people on this site know that, but most investors don't. >>Why do it? Because it gets the stock price up. Right now, the valuation after cash is about .5X sales. If folks perceive it's Internet related, perhaps we won't see that 90X EBAY multiples, but maybe we could see a 5X multiple? Wouldn't that be nice? and in reality, INFR is very Internet related - it is different from an e-commerce site, but since it enhances the value of e-commerce sites, and as e-commerce grows, the need for more INFR seats grows - there is a correlation. Here's another idea: what if INFR charged a low base price for its product, then priced its seats on some sort of value-added model? Like for every sale INFR helped increase/enhance, INFR took a piece of the action? Then it would be directly related and hence, might deserve a full Internet valuation. What do you think would happen to the stock if INFR could point toward how its solution help EBAY double revenue? Or Dell's web revenue? Or Cisco's? And this is an Internet company actually profitable? Do you think we might see 25 then, at least for a little while? Chuck - how about getting Nobby on some of those success stories?