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

To: Robert E. Bruss who wrote (3453)	11/3/1997 9:09:00 AM
From: Bob Trocchi	Read Replies (1) \| Respond to of 4571

To All: An announcement this A.M. No big deal however this "deal," which was previously announced, will do the following for DDIM: 1. Increase the amount of shares by 1/2 million shares causing some dilution 2. Increase the low margin consulting business thereby potentially dropping DDIM's stock price which is inflated based on extremly high Ardes sales. On the positive side for DDIM on this deal, paying $18 M for a company that looks to be producing $7+M in sales is not a big price. Especailly true given that they are purchasing strickly with stock which is currently inflated. details below. >>Monday November 3 7:00 AM EST Company Press Release Data Dimensions Signs Definitive Agreement on $18 Million Purchase of Pyramid Information Services Pyramid Wins Multi-Million Dollar Outsourcing Contract<< biz.yahoo.com Bob T.

To: Robert E. Bruss who wrote (3453)	11/3/1997 9:14:00 AM
From: Staff	Read Replies (1) \| Respond to of 4571

Robert.. I think you totally miss the point... I'm not personally attacking either so I hop you don't take it as such. You say Thursday will tell who is right and who is wrong. Nothing could be farther from the truth. Let me simplify to make a point... My point is that this stocks price has nothing to do at all with the current earning numbers.... nothing!!!! We are still talking chump change here. I'll simplify to make my point. Say you have 12 million shares outstanding and the earning even come in at 25 cents/share. How do you say with a straight face that that legitimatly equates to $30.00 or $40.00 or $58.00/share as some have been touting?? 12 million shares x 25 cents/share = 3 million earning last I checked. Does 3 million in earning for a quarter turn DDIM into a company worth 420 million dollars and going higher? Here is a company that for all practical purposes should sell at no more than 3 to 5 times earnings if at all. My god the life expectentcy of Arcades evaporates after the year 2000. Where is the future potential here?? Without Arcades they are a little consulting company that went public at $4.00/share. You sell at a multiple of earnings to take into account future growth... there is none here after the year 2000...zip!! My point is making 25 cents/ share and making $2.00/share are worlds apart.DDIM said from day one that they expected to do something like 10 cents... then 20 cents... then 50 cents and eventually would return like $2.00- $3.00/share in as little as a few years. This type of growth is stuff fairy tales are made of Robert. I can count the number of companies that have pulled it off on one hand.. Heck look at Netscape. They have been around for what.. 4 to 5 years and they still have no earnings... still have yet to make a profit... and they control 70% of the browser market in the entire world!! DDIM has no where near the market share or resources yet everyone touting this mut feel $2.00/ share is all but assured.They made the chump change estimates and can do 10 to 20 cents a quarter. But that does not justify a share price that is 200 times those earning.. Again.. this is pure hypothetical woulda coulda maybe someday right around the corner fairy tale stuff What is a joke is the fact the street has already presupposed that because they made 10 and 15 cents, that they are right on target for $2.00. This is insanity!!!! How are they going to return $2.00/ share in as little as 18 months is they are scrambling to make 20 cents now? Again this is simplified but I hope you see the point.

To: Robert E. Bruss who wrote (3453)	11/3/1997 10:37:00 PM
From: Craig Richards	Respond to of 4571

Thanks for the apology and kind response. No hard feelings, I'm just trying to get some dialog going. It's just hard for me to believe the estimates of $2+ per share for next year for DDIM, given how they've stretched their numbers so far by capitalizing all their software development costs, and because I think the market for Ardes2K sales is decreasing as most companies have probably already started their Y2K project already. DDIM may get a lot of consulting business, but this is relatively low margin stuff, and there's no way they'll justify their market cap anytime soon based on this kind of business.