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: Paul Viapiano who wrote (183)5/2/1997 9:49:00 AM
From: Mike 2.0   of 462
 
I spoke w/DWCH CFO yesterday (I'm tipping my hand here wrt my name but what the heck). I remarked the market must be factoring in a loss for Q3. He said he didn't know why the market would do that. Also didn't seem concerned wrt mid-May rollout of new promotion; that was intended time for new mail campaign. Coolness under pressure or blind faith? You decide.

I agree Paul. .18 should be the benchmark not .13...the saving grace is DWCH products are "value added" products with bona fide value, as opposed to commodity products. I'm ready to average down, but given that there remains "a lot of green" between YTD EPS of .06 and previous year EPS of .18 (NET of Acquisition chgs), just where IS the bottom?!

OTOH, I have been looking at other SW co's and see many ex-highfliers also in the doldrums. Example: REDB. Bleeding red ink, heavy expense load, basically trying to go toe to toe with Oracle et al in OLAP data market. I still feel better holding DWCH instead.

Mike
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext