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: sheldon spivak who wrote (4449)	11/12/1998 4:26:00 PM
From: Jim Mac	Read Replies (1) \| Respond to of 4571

Maybe some institutional trader misinterpreted the retraction of that HP alliance article, which was released prematurely. Or maybe some turkey decided his/her "technical analysis" showed time to sell, which is BS, of course. This baby's trading for less than 10 times next year's earnings, which should grow 50-100%, and non-Y2K work is rapidly growing as a % of total revenues. Selling now for 13-15 times 1998 EPS, depending on whether Q4 will be $0.19 or $0.30. I'll take the latter, since Q3 conference call indicated normal seasonal weakness is likely to be overtaken by very strong business growth going into Q4. These analysts have been too low this year, after being way too high last year. This baby's worth $20 right now.

To: sheldon spivak who wrote (4449)	11/16/1998 10:33:00 AM
From: Staff	Read Replies (2) \| Respond to of 4571

Shelly, The Y2K is a real deal but it's for real deal companies not the DDIM's of the world. Another run here is in the cards to happen. The shorts made a killing the last time and why not again.Heck… look at K-Tell! Man… there really is sucker born every minute. Some folks here were obviously not around the last time this thing rocketed only to crash and burn. Remember folks… What top notch programmer coming out of school is NOT going to go to work for a company that is going to let 75% of its staff go by 2001? DDIM was a little consulting company that was having a hard time making $4.00/sharebefore this craze.. Now it's selling vaporware and it's going to $40.00? Da….. Kirk to Scotty... beam the money right out of these suckers pockets one more time please. Listen to the DDIM spin-doctors. They have always focused on market potential and market size but never the company's ability to service, manage and maintain any specific share of the business period once they get it. I wish someone would have the balls during the next earning press conference to really corner them on this one. Today's business environment IS NOT about writing business but servicing it once you get it. UNless... your planning on making a big killing on a stock run up... dump and then run like hell! If so... why would this thing even sell at a mutiple of 1? Think about it.. Would you want a surgeon to operate on your son who tells you… HI, my name is Mike and this is my first go at this. This operating stuff is kind of new to me. I just was hired here to meet the ever-increasing demand the DDIM hospital has for any kind of surgeon of late! In the interview I mentioned that I read "Operating for Idiots" and that qualified me to be hired during this crisis! Daaaa....... This is why the ZITL's VIAS's and DDIM's of the world were doomed from the start. You can't hyperlink from a 30'x30' rental office to a 5000 employee problem shooting, diagnostic driven, computer fix it and test it computer giant in 24 months. You CAN have people throwing business at you all day long but YOU HAVE TO BE ABLE TO SERVICE IT or yourNOT a legitimate long term player! DDIM was a $4.00/consulting company little more than 20 months ago. They went on a job hunt search and destroy mission for people . Market finally saw the obvious which was that in reality, they are nothing but an overstaffed company of sub par underqualified programmers and consultants proclaiming themselves as qualified y2K teams. They are neither qualified, trained or programmers. They are warm bodies doing their best but they really don't know what it is they are supposed to be doing. Don't these guys know that they will be looking for another job in 2001 if not before? Ahhhh! Oh yeah! The Elvis 2000 disks right! No need for skilled programming bodies because it's the "Do it yourself at the office scenario"? Yeah! Give me a break! If they ever thought they would sell CD rom software and fix Y2K bugs without a full team of professional programming and support staff to go along with the package they were drinking bong water before cheech and chong were even a duo. This is worse than the Nigerian "I have 50 million and need you to invest it for me" scam! Then again... it's only my opinion, I could be wrong:-)