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Technology Stocks : New Dimension Software (DDDDF)

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To: Michael J. Dando who wrote (8)2/11/1997 10:55:00 PM
From: Martin Spallone   of 209
 
Thanks for the optimism Mike. Any idea when earnings are coming out ? Also, concerning thier competition, I worked for a competitor of theirs, Utimaco Mergent. They compete in the area of desktop security and Single Sign-On. I developed the SSO product (Win 3.x, 95) for Mergent from 92-97'. Utimaco (a German co.) aquired Mergent and everything went downhill from there. Like Gartner suggests, there will be considerable consolidation in the industry. Mergent recently had its third and largest layoff (which I was part of), but glad to own DDDDF because I know the competition. I too have been following this co. and think it will do well. I can't say that it will double from here, but certainly in my opinion we could see 14 on positive earnings news... Their ability to partner thier SSO business EagleEye with CKS will create the best SSO solution going forward. It may be easier to simply predict the growth rate - which I believe will be +30% qtr after qtr. Development costs remain high and security was difficult to sell to customers w/ the Win95/NT decision. The Unix market for them is obviously strong.
Marty from CT
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