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Technology Stocks : Data Dimensions

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To: Staff who wrote (3437)	11/1/1997 5:37:00 AM
From: Eric Klein	Read Replies (1) of 4571

I agree with you that DDIM has genuine sales. The idea that companies might not want to have their names used when associated with DDIM makes sense. Not because DDIM is such a bad company (just ridiculously over-hyped) but because it could cause a loss of confidence if a company admitted that they had Y2K problems in their software. That said, I think that DDIM reports sales contracts which have a total maximum value over a couple of years as though the sales will be made in the quarter. I also think that they are reporting primarily consulting sales which have nowhere near the margins that you get from straight software sales. Also, it is not that easy to keep growing a consulting company at a fast rate. It's hard to recruit large numbers of consultants, and it's hard to manage these projects. If DDIM is accepting fixed price contracts, look out. It's extremely hard to make money on these types of contracts. They require very good management. If you have a big selling software product, costs of manufacturing are tiny. So far sales of ARDES are insignificant.

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