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Technology Stocks : New Dimension Software (DDDDF) -- Ignore unavailable to you. Want to Upgrade?

To: Claude Edelson who wrote (142)	3/17/1998 4:32:00 PM
From: Michael J. Dando	Read Replies (1) \| Respond to of 209

First, I have to agree with Bud, our time is coming in this stock. Even if the current p/e stays the same into the future (and it is well below where it should be), and earnings rise as expected out to $1.84 in about two years, that makes this a $44 stock, or a double from here. Not bad for two years work. If the earnings happen, and they should (Oppenheimer claims their forecasts are conservative), and the p/e expands out to a more reasonable 35 or so, this is then a $66 dollar stock, or a triple from here. If it gets there, I am retired. As for the Oracle question, I don't think it is that simple. The Oracle related part of New D's business is only one part of the overall picture. But if that part is picking up, then it would add to the bottom line. Also, that part of the business can pick up WITHOUT Oracle having a good quarter, as the New D software helps the Oracle products run better, including existing Oracle installations. The more important consideration is not "how is the Oracle part of the business impacting the current quarter", but "how will the Oracle part of the business impact earnings into the future?" The reality is that it cannot HELP but be a tremendous positive.