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

To: valuehunter who wrote (1458)	12/15/1998 10:27:00 AM
From: Charly	Read Replies (3) \| Respond to of 3541

Patience. We failed 10 $ three times meanwhile. That would be a major step to be on the radar screens of the really big investment houses. As nearly always there is the one and only answer: Patience 4 mio shares are picked up meanwhile by more or less important investment houses. thats 15 % of the whole stock. Not too bad. Based on 98 earnings estimate (0.39) with an average industry pe of 20 the theoretical price is 7,8. Thats nearly exactly the real price and thats the reason I dont agree with saying IFCI is an underperformer We have 0,7 and 1,01 earnings in 99/00 that would be with a pe of 20: 14 $ within next year and 20,2 $ within 2000. This is my conservative performance projection.. If you like the optimistic version more you can take this scenario: - Beating the 98 estimate of 0,39 with at least 0,06 - Radar warning at 10 $ - Recommendation of big brokerage houses - Discovering IFCI as an Internet stock with lifting the PE to 50 -> 35 $ within 99 and 50,5 $ within 2000. Here is your MFNX performance. The manpower issue is very vital and will be solved next year. A 200 Mio $ contract would be a real kick. Liviakis contract: I think this story will end March 99. True, the liason with this guy could hold investors on the sideline. But he holds still 1,5 Mio shares and holds it for investment purposes ! Yes, this was a consolidation year and a painful one for those who picked up IFCI > 7 $. 50 % up from DEC 97 though ! Lets have a quiet and peaceful X-Mas. I think at least 1 month before Q4 earnings (about 11-JAN-99) you will see that you are invested in a great company. Thats the estimate day the earnings momentum kicks in and we will break the double digits. (If there are no news before) Best Regards Charly