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Technology Stocks : Data Dimensions
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To: michael tantleff who wrote (2532)8/3/1997 8:25:00 PM
From: Bob Trocchi   of 4571
 
Michael...

Michael, your first point is well taken. Good call. If anyone had "bet the farm" when it was $5, you would now have a lot of farms..

I would like more depth in your comment Re: Ardes becoming the "bible" for the Y2K industry.

This is the kind of dialog that I was hoping for when in a prior post I asked for more informative posts. I assume that by becomming the Bible" that there will be hundreds of thoudsnds of copies in use.

I did not get that impression from the conference call in which is seemed to me their main distribution channel for Ardes was Unisys and the figure of 10,000 was the hoped for number. Japan held out promise however no number was given. The other channels of distribution were not mentioned and if they had great potential I would have assumed that Larry would have mentioned them.

I am not being a wise guy on this just because I am a short and your are a long.. Can you give us some insight as to how many Ardes copies it would take to become the "bible" and from what distribution channels do you think it will come from. If it is just your belief, that is fine also.

For DDIM to achieve continued growth and profitability consistent with earnings and revenue projections, heavy acceptance of Ardes with its high margin possibilities are essntial IMO.

I will be gone for a few days so if you answer or request more from me, I will get to it the end of the week.

Have a good week.

Bob T.
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