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 : DWCH-Datawatch Worth Watching!
DWCH 13.100.0%Dec 13 4:00 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Mike 2.0 who wrote (179)5/1/1997 3:38:00 PM
From: jeffbas   of 462
 
I disagree. For the reason you stated, I think the quarter after the
one we are in is the critical quarter. But remember, Foley said on the
conference call that he believed they could at least equal last year's
results and possibly beat them handily.

The one point that I would like to make is that this company is worth
much more to a well established company than it is independently. The
reasons are two. Such a company could do more with DWCH existing
products with established marketing channels and greater financial
resources. And more importantly they could get rid of much of DWCH very
high SGA expense. In fact, I would not be surprised if an acquirer could
make more than $.50 per DWCH share on DWCH existing business, but without
redundant DWCH expense - and with additional growth potential extra.
(This is the main reason that I am very hesitant to sell the stock at
current prices - an acquirer could pay much more than the current price
and still get a very good deal.) Have you thought of this angle?
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext