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Technology Stocks : DWCH-Datawatch Worth Watching!
DWCH 13.100.0%Dec 13 4:00 PM EST
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To: Mike 2.0 who wrote (191)5/6/1997 8:47:00 AM
From: jeffbas   of 462
 
Mike - thankyou for your kind remark. The one insight that I have gained
on this company recently, but was very slow to pick up, is that with -
both - gross margins and SG&A so high, earnings are very highly leveraged
by the last few dollars increase - or shortfall - in sales. If the
company had hit the sales they originally expected for this year, they
would have made the numbers. If sales fall off, they will have losses.
I just do not have the expertise in their business to have any idea
what will happen in the future with these products, considering what
they have done in the last three quarters (but would guess Apple stuff
would likely be flat at the very best). Not having any idea makes it
a 50/50 play in my opinion (aside from the takeover angle). Those are
not my kind of odds, and I can use the tax loss. (In Wall Street
parlance, I would call DWCH a "hold".)
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