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Technology Stocks : Data Dimensions
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To: bruce bell who wrote (3579)11/7/1997 8:22:00 AM
From: Bob Trocchi  Read Replies (1) of 4571
 
Bruce...

Good for you. always good to take profits off the table. I am still unsure whether to cover or let it ride. Being burned so bad previously, I am still shell shocked a little and the current profit looks good..

IMO after listening to the CC replay, I give Larry credit. He is a good spinmaster. I would not be surprised to see the analysts that were there go back out recommend this stock.

IMO if the balance sheet were good, I believe move or no move it would have been shown, thus I conclude it is not good.

I noticed that in Zacks concensus forecast, the Q was .13 and 0.56 for the full year. Given that thru 3q's they are at 0.20 there is NO WAY that they will do 0.36 in Q4. Larry strongly hinted at that during the CC when he kept harping on the "customers not realizing the magnitude of the problem and that they were slow, etc." I translate this to a lower than expected Q4 revenue and earnings stream. Look to the consensus estimate to drop from 0.56 to my guess about 0.40. Even that will be a big streach given that they are at 0.20 right now and that will mean almost doubling profits from this past Q!!

Prior posts here have shown that Ardes are not living up to expectations. Therefore no need to comment further on that.

Based on all of the above, DDIM is still a great short. I suspect however that it will bounce up thus giving an opporpunity to short more or cover now and short again later.

Haven't decided what I will do but it sure feels nice to be significantly reducing my prior loss when I WAS NEVER RIGHT!

Regards

Bob T.
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