Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Jalali who wrote (4117)	1/25/1998 1:06:00 AM
From: Kathy Riley	Read Replies (1) \| Respond to of 4571

While you are pondering that question, Jalali, I will just be watching the chart and volume. That is what speaks to me. Kathy

To: Jalali who wrote (4117)	1/25/1998 1:10:00 AM
From: Hawkmoon	Respond to of 4571

Jalali, Funny how you are so worried about DDIM when you have such juicy short pickings out there like AMZN, and YHOO.... :0) Wouldn't they be even more overvalued than this little Y2K play??? Face it... the odds are that the shorts are going to cover for now other reason than they can now go long, get involved in the hoopla to the upside and pick another short point. Regards, Ron

To: Jalali who wrote (4117)	1/26/1998 8:44:00 AM
From: Johnnie W.	Respond to of 4571

Where is Keane and Comp. Horizons going to get the added revenue also. These stocks don't seem to ne affected by their PE..even higher than DDIM's. Why is DDIM held to higher standards. The Merck contract is more than just a $5 million deal...it is a crown jewel added to DDIM's portfolio and something to show off to perspective clients....Keane's crown jewel is IBM's Y2K business....the Merck deal will bring in hundreds of millions of dollars in other deals!

To: Jalali who wrote (4117)	1/30/1998 4:31:00 PM
From: M. Frank Greiffenstein	Read Replies (1) \| Respond to of 4571

Pilot vs. Big Projects... Jalil, I agree that 5 million is not much, expecially if spread over two years. But why asume that this is all there is too it? This intial contracts blossom into major contracts if the buyers is happy. This has been the standard practice in computer services in general and y2k specifically. It is called "try and buy." I can't beleive that a company as big as MRK (world's largest pharmaceutical company) has only $5 million worth of y2k work. Makes no sense. The evidence? Look no further back than 6/97. Kainser Permamnente offered DDIM a crappy little 3.1 million dollar y2k contract. 5 months later, that mushrooms to a 23 mm buck contract. Look over at TPRO as well. CEO says that larger contracts are being inked at ratio of $9 for every $1 dollar spent on demonstration project. I expect DDIM to announce a widening of the contract in late spring or early summer. As an aside, there has been no change in consensus estiamtes. DDIM has now added a fifth analyst, the respected Ladenburg-Thallman. DDIM is selling for a deep discount to its growth rate. DDIM is moving into value stock range, who would ever have predicted that? DOcStone