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Technology Stocks : SNDT - Sand Technology - A diamond in the sand -- Ignore unavailable to you. Want to Upgrade?


To: jack crane who wrote (678)6/9/1998 12:35:00 PM
From: let  Respond to of 1200
 
Hello Jack ! Glad to see u are still around Sand. This thread has been all too quiet too long.

Re: earnings

This is strictly my opinion, but here is what I expect:

Earnings will be flat again, plus or minus a penny from break even.
I think this for 2 reasons:

1. Cash is far too valuable for Arthur to pay taxes for the fiscal year. Even if he has to hold some sales back and collect in the next quarter for the sale.

2. The cash usually follows sales by about 6 months (according to Arthur's conference call)

There could possibly be a surprise on the up side because of the contract with ViON and the U.S. gov't sales. These are not reported due to the "secrecy" of the intelligance units that may have purchased Sand products.

I am watching closely for revenue growth and the conference call comments about future sales and responses to the free discs passed out at the last show and liscensee's contributions.

Arthur has said all along that it would be the 3rd and 4th quarter when revenues show up and reflect the sales and success of their marketing efforts.

Again this is just my opinion, and good luck all,
Let



To: jack crane who wrote (678)6/9/1998 1:53:00 PM
From: let  Read Replies (1) | Respond to of 1200
 
Info on data industry growth projections:

Storage software market to double by 2002 - study

June 8, 1998 05:10 PM

SAN JOSE, Calif., June 8 (Reuters) - Worldwide sales of storage management software, the
sophisticated programs that big companies use to squirrel away valuable data in huge computers,
will soar to $4.8 billion by 2002 from about $2 billion in 1997, market researcher Dataquest said on
Monday.

The increasing importance of databases to manufacturing and marketing operations is creating a
boom for software that automatically backs up data, checks the integrity of disk drives and
maintains file systems, Dataquest said.

Sales of the so-called distributed back-up software segment rose 46 percent in 1997 to $1.33 billion
and is expected to rise 21 percent each year over the next five years, said Dataquest analyst
Carolyn DiCenzo.

Computer Associates International Inc. CA led this segment with 29 percent of the total revenue for
all computer types. The software division of Seagate Technology Inc. SEG led the market for
Windows NT computers with a 42 percent share. And Hewlett-Packard Co. HWP won the top spot
for Unix computers with 17.5 percent of the market, Dataquest said.

Dataquest also said International Business Machines Corp. IBM and EMC Corp. EMC dominated
the market for mainframe-based storage management software. IBM enjoyed a 36 percent share,
while EMC had 28 percent.

((--Kourosh Karimkhany in Palo Alto, 650 846 5401)) REUTERS