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Technology Stocks : Data Dimensions

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To: Pete Mason who wrote (2464)7/31/1997 9:30:00 PM
From: Craig Richards   of 4571
 
Pete,
you said

That's kind of interesting... looks like a level revenue flow ($42M last quarter, $40M this quarter). Aren't we expecting more of a ramp-up in Y2K business than that?? Or is most of their Y2K business supposed to be from the dubious CD?

I'm not sure how many more consulting projects they can sell. At some point, they're going to be all booked up through 2000. I don't see very many companies signing up for DDIM consulting work if they can't start on the work for a year or two. At what point will they start turning away work? They can only hire and train new consultants so fast, and the top 20% are getting recruited away to work for companies that have a business plan that lasts more than 2 1/2 years. There are some very real limits to how fast DDIM can grow their consulting business.
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