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

To: CalculatedRisk who wrote (4066)1/15/1998 5:07:00 PM
From: Allan F  Respond to of 4571
 
Thanks.

Actually, I first started shorting last May with DDIM and ZITL. I have learned an enormous amount. Probably the biggest of which is people's desire to put blinders on and ignore reality

For example, when the stock is going up, "who cares about fundamentals? I'm making money." When they drop, "well maybe I can hold on just a little bit longer and get out with a small profit."

Anyways, great work on ACLY. You may have a future with Asensio<gg>
-Allan



To: CalculatedRisk who wrote (4066)1/15/1998 5:33:00 PM
From: Allan F  Read Replies (1) | Respond to of 4571
 
BTW, after reading your explanation of expensing vs capitalizing sw development, do you have any comment on DDIM. I remember this was once an issue, but I am not sure what the resolution was for DDIM. Do you think it will be significant for this quarter?

I am betting the 10K will have a few adjustments for sins committed in the last year's 10Q's.

Thanks.
-Allan


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