Hey, maybe Monica IS the creme de la creme... I think it's unfair to compare Data Dimensions with Monica Lewinsky.
So, you're saying CBR, KEA, CHRZ, and CPWR will thrive after Y2K, but DDIM will tank?
I'll believe it when I see it. That's the same kind of scare talk I heard about VISX when they had a run-in with the FTC and people dumped, and recently when Nidek won an irrelevant patent case against Visx in the U.K. "They're not going to make it, they're not going to make it!" It's also like the downer talk about TAVA a while back, which no longer seems justified.
But I do agree with you DDIM was pricey back at $40. Most computer services/Y2K firms were inflated by excessive expectations. But it now appears the recent revenue and earnings growth and future prospects are good enough and the stock is low enough that the margin of safety on DDIM is quite sufficient.
But in case you're right, I'm diversified. I KNOW how easy it is to be wrong, especially when convinced otherwise.
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