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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 (1022)11/25/1998 1:30:00 PM
From: 45bday  Respond to of 1246
 
Hi Steve: Bought back the shs I sold at 6 5/8 a few days ago at 6 1/8 and added 1/3 more today at 7. Ironic - I first bought infr at 7. Seems like a lifetime ago. I am thinking that with all of these internet sales companies needing help desk support infr should be well positioned. And if the aol deal is legit it will really give them a boost when the details are announced.

I know you like VNTV. Do you feel VNTV, RMDY, CLFY et al are good plays at this time? I still hold VNTV and added RMDY today on a spec. Hope you're well,and have great holiday!



To: seth thomas who wrote (1022)11/26/1998 9:53:00 AM
From: NCC-1911 D  Respond to of 1246
 
The E-Commerce Explosion should create huge demand for the Internet customer support software of INFR-- the AOL-Netscape merger could provide a huge boost. With clients that include Gateway, AOL, Siebel Systems, Periphonics etc., I have to conclude that INFR has the "upper tier" software for the E-Commerce-Internet boom--during the recent conference call, INFR implied they are not aware of any "dominant" competitor for their software niche! INFR ONWARD AND UPWARD TO NEW HIGHS!!!



To: seth thomas who wrote (1022)11/27/1998 1:04:00 PM
From: Trader Harvey  Read Replies (2) | Respond to of 1246
 
Be careful about the December trip! With the expectations for an upward movement set too high, there could be some selling right after the trip ends and the momentum wanes.
Nonetheless, as I espoused several months ago, this is a great story just beginning to unfold.
The trick is to stay focused on the longer-term fundamentals and not get sidetracked with the sort-term swings.