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

To: Trippi who wrote (1381)	11/18/1998 4:02:00 PM
From: M. Frank Greiffenstein	Read Replies (1) \| Respond to of 3541

Taco price.... Well, Tricon (YUM) is doing quite well selling Tacos <g>. Trippi, doesn't IFCI strike you more and more like TAVA? (1) Huge mandatory market, (2) rolling up smaller companies, (3) Huge increases in SO, (4) labor contraints, (5) long training cycles, (6) failures to meet estiamtes/expectations, (6) low margin engineering services industry. There is one difference: TAVA management was never obsessed with stock price as IFCI people seem to be. I think the one compelling feature to IFCI's story is that optical fibre infrastructure is not the time limited market that y2k is. Question is, can IFCI grow its market share. DocStone