DWCH-Datawatch Worth Watching! Message Board

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Technology Stocks : DWCH-Datawatch Worth Watching!

DWCH 13.10

0.0%

Dec 13 4:00 PM EST

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To: James F. Hopkins who wrote (112)	3/18/1997 8:59:00 AM
From: Mike 2.0	of 462

Hi, I'm not familiar with that part of Yahoo, but suggest you look a the 10-Q filing directly on EDGAR. Here is the link. sec.gov DWCH's shares outstanding increased as the result of two acquisitions, primarily Workgroup Systems, UK developer of Q-Support/Quetzal help desk software, and a smaller acquisition of a European S/W distributor and sales firm. This is all spelled out on the 10-Q. Your point re receivbles is well taken. That was addressed in the last conference call, and, sorry I don't have my notes in front of me but recall DWCH mgt. stated that was not indicative of a trend. We'll see. I didn't see a figure for allowance for doubtful accounts but balance sheet indicates A/R is a net figure. Lastly, IMHO book value is not an appropriate indicator of value for a technology firm. If a tech stock is selling at book value it is clear the market believes the firm's technology is of no worth. Instead it is necessary to assess the technology's intrinsic value; and I believe based on the value of Monarch technology alone, that DWCH's market cap is absurdly low. Far from being a momentum play, this is for sure a value play, which may take some time to pan out. Short term the company may find its Apple based revenue decline faster than anticipated (~18% of revenue is from Mac products, primarily Virex antivirus for Macs). I'd love to see DWCH sell its Virex antivirus product for Macs outright. Regards Mike

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