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Technology Stocks : Data Dimensions -- Ignore unavailable to you. Want to Upgrade?

To: Michael Tenney who wrote (3446)	11/1/1997 9:45:00 AM
From: Mitch Blevins	Respond to of 4571

>>Will it go to 100 or will it go to 10<< Michael, I think we already established that the real question is "will it go to 4 or will it go to 1". Please try to pay better attention. ~Mitch

To: Michael Tenney who wrote (3446)	11/1/1997 10:16:00 AM
From: Craig Richards	Respond to of 4571

Vectorvest it tells me DDIM has a value of$59.80. I hope you're not investing in DDIM based on the Vectorvest evaluation. Vectorvest does an automatic evaluation based on factors such as past performance as well as analyst estimates for future earnings. It is no substitute for your own clear headed thinking. I don't think the Vectorvest evaluation takes into account the fact that DDIM is a Y2K company, so that the core of its current business will go away within a few years. That will cause revenues and earnings decreases, which will give DDIM a much, much lower valuation. Also, all the analyst estimates include very aggressive projections for the sales of the Ardes2K CD. This is a very high margin product for DDIM, and if it is as successful as the analysts project, it will in fact drive DDIM's earnings growth to the amazing levels projected. Some of the reasons that I don't expect Ardes2K sales to meet projections include: 1) Ardes2K is a product for the Y2K remediation life cycle. Since the president of DDIM, Larry Martin, says all Y2K work must be completed in 1998 to allow enough time for testing, that means it is already too late to be ramping up a Y2K project. However, Ardes2K will have the most benefit if purchased at the start of a Y2K project. Looks like the time window for this product is quickly closing. 2) Ardes2K was released a number of times, according to past press releases. Apparently they had trouble selling it at the beginning. Except for sales to Unisys (which are probably deeply discounted), Ardes2K sales so far have not lived up to expectations. 3) Ardes2K development team was layed off recently. Why would a company lay off the entire development team of its most important product? (Look at seattletimes.com for this story, as well as a Larry Martin quote on why it's no big deal: "As the company grows, you need to change the people." I guess this attitude will be a big motivator for the new Ardes2K team, as well as DDIM's other remaining employees as they work hard to create those anticipated record earnings.) 4) When Ardes2K was first released, DDIM's COO (who has since left the company), said the purpose of the Ardes2K CD was to increase awareness of DDIM and drive consulting sales. It sounded like he didn't have a lot of confidence in the analyst's overblown estimates either. (Check out sfgate.com for this quote.)

To: Michael Tenney who wrote (3446)	11/1/1997 7:50:00 PM
From: bruce bell	Respond to of 4571

Michael; Why are we all negitive? That all that still holds positions in DDIM. Look at it this way, earnings est. from $4.42 to $1.25. TTake these numbers times the number of shares outstanding and it will be greater than this year sales. Are they believable now? With 30+ companies out their doing the same thing about the year 2000, and one of them IBM, who do you think will be around after this problem is solved and who would you deal with, DDIM or IBM?? Bruce

To: Michael Tenney who wrote (3446)	11/2/1997 5:37:00 PM
From: Robert E. Bruss	Read Replies (1) \| Respond to of 4571

These guys bad mouthing ddim might still be short, you know. We'll find out Thursday who knows what they're talking about.

To: Michael Tenney who wrote (3446)	11/3/1997 12:54:00 AM
From: Staff	Read Replies (1) \| Respond to of 4571

Mike.. ask them one simple question... as per >> The Street.com always has good things to say about this company and when I check outVectorvest it tells me DDIM has a value of$59.80<< Ask them if they will pay you $59.80 for your shares? Bottom line... the true worth is what someone will reach into their pocket and actually pay you for it today... PERIOD!... anything else is tribble dribble trash talk! wake up and smell the roses here son! These cowboys are not going to pay you one red cent over what its trading at on the board. Give them a call and offer them a super h@ll of a deal. Tell them you willing to bite the bullet big time take a big muco macho $18.00 hit by coughing up all your shares to them for a measly $35.00/ share. Yep... a big $18.00 and change discount over what they say the company will bew worth.. What a deal here Mike... common... right!!! and let me know how many thousands of share snap up from you :-) My god... what a farce... As per Soros...the recent shellac fest he has taken in his funds are nothing I would want to hang my hat on. I heard one went belly up but I don't know that for a fact. Fidelity I hear is in DDIM above $30.00 so if misery loves company... you should have lots of pals to hang around with on the long side here.