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To: Bob Trocchi who wrote (3463)	11/3/1997 10:45:00 PM
From: Craig Richards	Respond to of 4571

A couple of interesting items from that MSN article. After it describes the incredible bargain that DDIM is, the article states: If you want to go against the herd and find the undiscovered Y2K plays, you'll likely have to put your faith in projected earnings gains versus historical performance. I guess that since DDIM has such strong stock price appreciation, there's no need to put your faith in the projected earnings, they must be a sure thing! This sounds like typical Wall Street broker recommendation logic. Also, did you notice that earlier in the article, it stated: New Hampshire-based Technology Business Research Inc. predicts that PC vendors will encounter losses of $3.6 billion in 1997, $11.8 billion in 1998, and $25.3 billion in 1999 as money is diverted from hardware purchases to software fixes. Losses of $3.6 billion this year?! I think this prediction already looks pretty unlikely. Doesn't give me a lot of confidence in the other doomsday predictions either. investor.msn.com

To: Bob Trocchi who wrote (3463)	11/4/1997 2:26:00 AM
From: Shoe	Read Replies (1) \| Respond to of 4571

Was DDIM - Unisys a summer fling? "Accelr8 Technology Announces Year 2000 Licensing Agreement with Unisys," per Yahoo. With Ardes2K, why do they need ACLY? -- Shoe

To: Bob Trocchi who wrote (3463)	11/4/1997 11:36:00 AM
From: Staff	Read Replies (2) \| Respond to of 4571

>>It still appears stunningly undervalued, with a P/E of 11.8 times estimated 1998 earnings of $2.23 despite expectations that it will grow at an annual rate of 298%. << The key words here are ESTIMATED and EXPECTATIONS. It may be 11.8 times the $2.23 in 1998 estimate but when you look around and say" what have you done for me lately" it's priced over 200 times the earnings it's actually generating in real life sales being made today. I look at it this way.... they need to increase sales that carry an average 10% margin a whopping 217% per month for the next 14 months starting today to hit their $2.23 earning number. Anything less... you don't hit the number in 1998. Can you name me any company that has ever pulled this off?