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Technology Stocks : Data Dimensions

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To: TA Trader who wrote (3098)9/23/1997 12:52:00 AM
From: CalculatedRisk   of 4571
 
TA Trader, these estimates for 3Q97 are right in line with my previous posts. But it appears $53M for '97 may be a little high. This would require almost $25M in 4Q97 - a significant increase.

There is no question that DDI has the business to fuel this growth (in the short term), but they are already having difficulties managing this growth. (BTW, growing 30% per quarter is quite an accomplishment, especially for a primarily service Company)

The most important aspect of Mr. Notman's report is that the average quarter for '98 will be $26M. Given his estimate of $25 in 4Q97, he is expecting business to flatten (Q to Q) in '98. This also fits with my earlier prediction that '98 would be the peak year - and revenues would start to decline in '99.

Thanks for the post.
Regards, Bill
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