Silicon Investor (SI) -- The First Internet Community

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 -- Ignore unavailable to you. Want to Upgrade?

To: Jumper who wrote (3419)	10/28/1997 8:08:00 PM
From: nonzeroa	Read Replies (2) \| Respond to of 4571

Larry Martin's promises from the second quarter conference call: 1) We will book $40+mm of new business in 97:3 2) Bill Parsons, the CFO, would be replaced in 60 days (end of September) 3) He was comfortable with the consensus earnings forecasts (I recall $0.20 for third quarter and $1.40 for 98-does anyone have access to old First Call?) I find it hard to believe, but I think he'll be 0 for 3 on delivering. Today when DDIM was at 22.5, he attempted to preannounce any good news from this quarter. The result, today's press release saying they actually began work on the backlog announced last quarter! WOW! I know its hard to focus on a company's fundamentals given the market's machinations, but try to remember there is a company behind each stock price. And in this case, DDIM is led by a guy who has done a great job of managing expectations upward and a MISERABLE job of delivering on any of his promises. I'll take a DDIM collapse due to market movements, but expect DDIM to ultimately collapse based completely on its own merits. Welcome back Jalali!