DWCH-Datawatch Worth Watching! Message Board

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Technology Stocks : DWCH-Datawatch Worth Watching!

DWCH 13.10

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Dec 13 4:00 PM EST

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To: Mike 2.0 who wrote (333)	11/26/1997 9:16:00 AM
From: James M. Bash	of 462

I'm with you guys... Remember, these results are for the "old" company, as the fiscal 4Q/year ended September 30th, and the sale of the Apple products didn't happen until early October (with its impact on the balance sheet and income statement) - so it's really the current quarter's results that will tell the tale. What I think is most amazing of all is they got nearly $2/share cash for a struggling division that accounted for less than 20% of their total revenues over the past two years! (Thank you, Dr Solomon's.) Certainly, the remaining 80% of their (relatively stronger, Windows-based) business is worth more than $1! (w/ $26M annual revenues) And, as there were two major products for each platform (Apple with Virex and netOctopus, Windows with Monarch and Q-Support), I would bet the Apple side accounted for a disproportionately larger percent- age (> 20%) of total software development and SG&A costs, meaning we should see significant margin improvement going forward...

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