SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Data Dimensions

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: TA Trader who wrote (617)4/15/1997 10:45:00 AM
From: Craig Richards   of 4571
 
you wrote:
l'll go on record as predicting that DDIM will do $50 million in revenues this year and more than double that next year. And I'm not expectng anything spectacular for the first quarter which will be reported the week of the 28th. If Julali wanted to analyze the potential of this company or any other, he has to look ahead, not at numbers that are over 1 year old.

As long as you want to look ahead, why don't you talk about the prospects for growth for DDIM after 2000? Even if they make 50 million this year and 100 million next year, how long can they keep up that growth rate? And once their growth stops or if they start shrinking, then I think it will be very hard to justify paying a 3 digit P/E multiple for DDIM. Also, since most of their revenues have traditionally been from their consulting business, and because consulting is such a low margin business, they're either going to have to have a huge hit with Ardes 2K or else grow their consulting business by an unprecedented amount in order to justify their stock price. If you want to look to the future to justify DDIM's stock price, then look at all of the future, not just the next year or two.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext