Spoke with Gordon Gardiner this afternoon...
Earnings will come out February 18th after closing.
GG explained the MRK contract. DDIM is the y2k coordiantor for MRK, it RUNS THE WHOLE Y2K SHOW, e.g., selecting vendors, coordianting work, reviewing work product. I asked GG whether this could mushroom into a larger contract like the Kaiser deal. He got excited tleling me that I had the correct viewpoint on the MRK deal. However, he was very cautious and would not/could not tell me about probabilities that such a thing would happen. He did however say that there is nothing barring DDIM from getting an expanded role at MRK, he could not tell me the possibilities of such a development.
GG is also very familiar with TPRO, but he could nto tell me anything about their relationship. He did however mention the 9:1 ratio of contract to pilot project bucks before I could open my mouth, he obviously has been following the TPRO baords on SI.
GG could not tell me about why Essex Investment sold 300K shares, only saying that DDIM and Essex are in contact with each other.
I discussed my views on the toolset vs. services side of DDIM, he was surpirsed to hear me say that people view DDIM as a toolset maker, "we have always been a services corporation." I mentioned that there was a difference between perception and facts, that DDIMs rise to 40 was based on the promise of Ardes, he replied that maybe that was true. I told him that he needs to change the market's perception of DDIM, to emphasize it is a y2k services company.
Anyway, that is all I have to report.
DocStone
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