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Technology Stocks : Data Dimensions

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To: Sondo who wrote (2720)	8/15/1997 12:55:00 AM
From: CalculatedRisk	of 4571

In defense of Jalali: He did underestimate DDI's revenues and earnings, but he was correct about the funny accounting: it will come home to roost eventually. He was especially right to try and understand the fundamentals of the Company. Too bad none of the Longs had the courage to provide constructive criticism! The Longs should encourage fundamental analysis, even if they are using other investment methods. Right now the Company is being valued on growth and hype. When DDI's revenues peak, discounted FCF will be king! It is critical for the Longs to anticipate the peak in revenues and sell their positions in advance. Ridiculing a hard working value investor is counter to maximizing your profits.

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