Data Dimensions Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Data Dimensions

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Jalali who wrote (4117)	1/30/1998 4:31:00 PM
From: M. Frank Greiffenstein	Read Replies (1) of 4571

Pilot vs. Big Projects... Jalil, I agree that 5 million is not much, expecially if spread over two years. But why asume that this is all there is too it? This intial contracts blossom into major contracts if the buyers is happy. This has been the standard practice in computer services in general and y2k specifically. It is called "try and buy." I can't beleive that a company as big as MRK (world's largest pharmaceutical company) has only $5 million worth of y2k work. Makes no sense. The evidence? Look no further back than 6/97. Kainser Permamnente offered DDIM a crappy little 3.1 million dollar y2k contract. 5 months later, that mushrooms to a 23 mm buck contract. Look over at TPRO as well. CEO says that larger contracts are being inked at ratio of $9 for every $1 dollar spent on demonstration project. I expect DDIM to announce a widening of the contract in late spring or early summer. As an aside, there has been no change in consensus estiamtes. DDIM has now added a fifth analyst, the respected Ladenburg-Thallman. DDIM is selling for a deep discount to its growth rate. DDIM is moving into value stock range, who would ever have predicted that? DOcStone

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next