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Technology Stocks : IFMX - Investment Discussion -- Ignore unavailable to you. Want to Upgrade?

To: ratlong who wrote (12920)	1/28/1999 7:12:00 AM
From: Oberon	Read Replies (2) \| Respond to of 14631

You guys are so 'lame'. Haven't you noticed the difference lately. Big positions have been/are being established. Sure, some of you weak players can let yourself get shaken out in a brief early drop in the morning. The strong guys see growth. You guys haven't been watching close enough. You notice the "in" established with IRS (Do you know how many billions IRS will spend upgrading their current data processing disaster?) You notice the wins in big companies (e.g., SBC) outside IFMX's established retail niche -- over established (you'll never get fired for recommending . . .) market leaders, IBM, ORCL, etc. Get shaken out tomorrow morning . . . cry in your beer later. (Or see if you're nimble enough to get back in without too much penalty for your carelessness.)

To: ratlong who wrote (12920)	1/28/1999 7:37:00 AM
From: Minnow	Read Replies (3) \| Respond to of 14631

I am way long IFMX with 38K shares accumulated over Q4 (Mostly bought as REDB shares). Needless to say I have enjoyed the ride up. For 1999 this stock is a buy. The Q4 results were very positive. Top line growth exceeded expectations and looks good going forward. Expenses grew more than I would have liked but I don't doubt management on this point. The conference call was very positive with great news of major competitive wins at SBC and the IRS. These contracts will add to earnings for many Q to come. That shows the ability to successfully compete head to head with Oracle. (Take that, Larry!) I think this management team has what it takes and sales team is becoming more seasoned. The REDB buyout added expertise and customer base in the growing data warehousing segment. Even marketing, long a weakness at IFMX is improved. I look for 17 soon and 20 this summer. Minnow