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

To: Clayton Eley who wrote (2022)	3/24/1999 8:50:00 AM
From: Ausdauer	Read Replies (1) \| Respond to of 3541

Clay and Thread, I think things were spelled out pretty clearly on the conference call. Kealy seemed on top of things and the financial officer seemed a bit nerdy and tongue-tied. Maybe he was a CPA prior to the current post at IFCI. My questions are... 1)Why call it IFCI if all operations are domestic? 2)Why not admit that there is some confusion in tabulating earnings because of the decentralized nature of operations? I kind of get this feeling that Kealy and the CFO are renting a little office front with leased furniture while the various arms of the company go on with business as usual. 3)The street may wish to see earnings rising sequentially before getting to involved in IFCI. Comparing "apples to oranges" leaves some degree of uncertainty. This is the first quarter of reported consolidated earnings, so a pattern has not set in. I did like the fact that the CEO feels acquisitions this year will be both selective and accretive. I am holding my position for now (if anyone really cares). Ausdauer

To: Clayton Eley who wrote (2022)	3/25/1999 12:05:00 AM
From: Shane M	Read Replies (2) \| Respond to of 3541

Clayton, The part that I recall was near the very end of the CC. One of the analysts specifically said something like "I'm having trouble understanding the numbers. What was EPS in Q4?" The company, instead of saying Q4 numbers were X, said instead, "well Q3 was X, and our Year end was Y." The analyst after a pause says something like "So Q4 EPS was $0.12?" The company says "basically." Basically? I have never heard management dance around a number like that. Maybe there's nothing to it, but it leaves me wondering whether or not there are some issues with the auditors. I love the story of the stock and like the sector, but I have to admit that I'm concerned with the way the CC went. To some of the analysts they were saying "We'll fax you the numbers by the end of the week" as if they hadn't figured everything out yet. Why not put the info out with the press release in public record? Don't get me wrong. I'm wanting to invest here and the outlook seems stellar, but the communication was dissappointing and leaves me wondering both 1) if they're on top of the financials, and 2) if they're playing around with the figures. The stock price action shows that I'm not the only one concerned by the unorthodox reporting Shane.