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Technology Stocks : Y2K (Year 2000) Stocks: An Investment Discussion -- Ignore unavailable to you. Want to Upgrade?

To: Jumper who wrote (7579)	11/5/1997 7:59:00 PM
From: paul e thomas	Respond to of 13949

DDIM I 1/4 bought DDIM on 10/29 @ 30 1/2 and sold @ 28 1/4 3 days later as I thought there were better bargains to be had. Earnings are due out tomorrow. My nose tells me the stock will drop a lot more after the report and conference call are out.

To: Jumper who wrote (7579)	11/6/1997 12:09:00 PM
From: paul e thomas	Read Replies (2) \| Respond to of 13949

MISSING ANALYST FORECASTS DDIM is up 57% in sequential EPS.None the less it has dropped another 7% or a total of 30% since 10/29. While part of the fall may be due to investor belief they are paying too much for an aquisition, I belief the real cause is missing the analyst forecast by .01$. I understand a little better now why the Y2K analysts generally have been so conservative in forecasting EPS for companies like IMRS.