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Technology Stocks : Data Dimensions

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To: sheldon spivak who wrote (2002)7/2/1997 9:53:00 AM
From: Staff   of 4571
 
Shelly glad to see you still alive and well.
Note:
Jalali made some good points during the last earnings number.
After some discussion I pointed out that DDIM would do whatever it took to beat earnings estimates. I noted to do so they would have to be creative. Jalali can verify... they were...

Deal is.....

What helped them last quarter will come back to haunt them this quarter. Development costs etc. are not there this time around to bail them out.
I'll go on record saying they WILL MISS street median estimates by a minumum of 4 cents .

They shot their wad the last time around... accomplished what they needed to do...dressed up Cinderella....anounced deals to undisclosed venders without any details being disclosed..hmmm... why the secrets?... why no deatails.... insiders are ringing the register via insider selling(ching ching) in the midst of all this wounderful news filtering down ...hmmmmmm...if they don't beleive in the company then why should we?....hmmmm...the clock ( earnings)is approaching midnight now for Cinderella and .....the public will be caught holding the bag with a real whopper flopper.

Remember that I DID predict last time that their was no way the earning number would be under estimates last time around. I stated they would pull out all the stops to beat the street.
Jalali and all... they have no prayer because they left nothing to fall back one this time around.

Moral of the story:

You can burn a stocks ladder from the bottom to give it the incentive to push upwards but eventually you run out of ladder.... when you do...har har har har har:-) ..somebody call 911.... there are going to be several bodies to clean up after this mess unfolds
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