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Technology Stocks : Datastream Systems, Inc. (Nasdaq: DSTM)

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To: M. Carver who wrote (594)	4/24/1999 1:06:00 AM
From: blankmind	Read Replies (1) of 721

My notes from confer call - thanks Mr. Carver for the phone number - and I agree that it was positive overall, but it sounds like the analysts want to see more of the EMRO initiative before being totally sold: 4/22/99 - conference call - 1Q99 results, Larry Blackwell, CEO + all the sr. mngmt; going over all the results - didn't have capacity to meet demand - April 26th - is when they'll file dismissal of lawsuit - closed 13 deals during the 1/4 greater than $100k - (me: he's reading from a list - but the list is impressive - revenues are definitely going to keep growing) - success internationally in the pharmaceuticals - e-commerce solution is going well; adding on & hope to have 20 by end of 2Q99 - emro is an extension of the ongoing manual process; except customers place orders over the web; and DSTM gets commission on all sales - Landing Club in Georgia - largest golf course - now purchases 50% of its parts thru EMRO - over $2,500 a month in sales; and DSTM gets a transaction fee - emro released 1Q99; and shipping beta for something in 2Q; great potential for internet emro initiative(me: he's reading as well; like we're all stupid. But this sounds great) - international: German most aggressive; Argentina & Singapore achieved reasonable results; - cash flow is beating expectations - all the demand is creating demand for consultants; but these consultants won't be producitve until 3rd & 4th 1/4's - growth of 40 to 45%; expressing some reservations on growth; - on stock repurchase - 25% complete - avg. price so far: $8.85/sharenow - open to questionsDave from Robin Humph - asking about MP5 - response: good performance; strong backlog - now asking if he will break the e-commerce amounts separately - and they're saying yes - when it becomes more significant; will break out revs & exps; but for now, not that significant - sheila, Hamb & Quest - more detail on emro installations - response: typically smaller customers; installing the emro systems; x-ref to parts customers & vendors have; so DSTM matches up the parts the customer needs; and the parts DSTM's vendors have; by obtaining inventory lists; not getting paid for doing the service - asking if the customers are deveoloping purchasing patterns: answer: too early to tell - asking about outlook & carnage in the ERP sector - answer: everyone said we're going to slow down; but we keep seeing our pipeline grow; but we do think that our guidance of 20-25% is fine - Jeff Bennett - Greenville News - asking for reasons for changing the executive team: answer: just to get right people in the right place; emphasize growth overseas & Dan is most familar with it; - ans: so much amortization from acquisitions that it's really weighing on earnings - George - from Raymond James - cash earnings - 3q & 4Q - - on unbilled receivables - trying to work it down - (me: all the questioneers are saying what a great 1/4) - Steve from Wachovia Secur - asking about pro-forma - - this concludes the Q&A - now closing comments: EMRO was released in March; positioned for growth; - giving conservative guidance on sales and earnigns -

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