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

To: Dan Berger who wrote (1080)	12/16/1998 12:18:00 PM
From: Dan Berger	Read Replies (1) \| Respond to of 1246

Re: The next three quarters. Interesting that alot of the posts referred to Jepson's "guidance" that Q1/99 would be breakeven and Q2/99 could be a blow-out. Lost in the shuffle appears to be Q4/98 which closes January 31, 1999. I've always wondered what business fundamental causes INFR's revenues and earnings to be higher in their fiscal fourth quarters. It's been pretty consistent over the years. I've suspected that it has something to do with the way they account for service revenues. Zack's estimates $0.12/share for this quarter. But if INFR can do $5.5M in product revenue and $4.0M in service revenue (conservative estimates weighted toward services) AND they keep QTR-QTR expense growth to 5% and have no additional restructuring charge, we should see $0.15/share or better.