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Technology Stocks : Data Dimensions

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To: Jumper who wrote (3419)	10/28/1997 8:08:00 PM
From: nonzeroa	Read Replies (2) of 4571

Larry Martin's promises from the second quarter conference call: 1) We will book $40+mm of new business in 97:3 2) Bill Parsons, the CFO, would be replaced in 60 days (end of September) 3) He was comfortable with the consensus earnings forecasts (I recall $0.20 for third quarter and $1.40 for 98-does anyone have access to old First Call?) I find it hard to believe, but I think he'll be 0 for 3 on delivering. Today when DDIM was at 22.5, he attempted to preannounce any good news from this quarter. The result, today's press release saying they actually began work on the backlog announced last quarter! WOW! I know its hard to focus on a company's fundamentals given the market's machinations, but try to remember there is a company behind each stock price. And in this case, DDIM is led by a guy who has done a great job of managing expectations upward and a MISERABLE job of delivering on any of his promises. I'll take a DDIM collapse due to market movements, but expect DDIM to ultimately collapse based completely on its own merits. Welcome back Jalali!

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