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Strategies & Market Trends : Bill Wexler's Profits of DOOM -- Ignore unavailable to you. Want to Upgrade?

To: Bob Trocchi who wrote (3436)	10/7/1998 7:50:00 AM
From: Graeme Smith	Respond to of 4634

Bill, I have a position in DDIM in one of my portfolios. Short term DDIM will probably do well going into the quarter. My belief is however that by the end of this year the only revenues coming in will be defered revenues from existing contracts. I don't see much in the way of new revenue streams coming. As such I am holding off on DDIM until a bit closer to their final earnings report, they may have a bit more of a run up. If they do I will start increasing my short with a 3-4 month time frame (febuary ish). Graeme