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

To: Susan Saline who wrote (4464)	11/17/1998 10:39:00 AM
From: Staff	Read Replies (1) \| Respond to of 4571

Yes! But who knows how they will do or when. I don't usually disclose stocks I like. Just the ones I dislike. Unlike a broker, I feel I'm good enough where I don't need other peoples money to make a living so I don't give my top 10 buys of the week as it where. By the way... the next time a broker solicits your business. RULE #1 Ask him if he's so damn good, why does he need your money:-) Also.. next time you get solicited at home during dinner( don't we all hate that?) Tell them... hey... this is a bad time for me to talk right now... but... why don't you give me YOUR personal home phone number and I'll call you back at MY convenience :-) I'll give you odds the next sound will be ....Click!! The only difference between a gypsy and a Wall Street Gucci clad analyst is one wears flashier cloths. They are both in the futures business an neither has a clue whats really going to happen. As they say... Only god knows and last I checked he isn't talking!:-) Annalysts, brokers, newletter salesman, all nothing glorified fortune tellers predicting what will happen. None one can do it. Some just have a better spiel is all. Do you research yourself. Make your own picks and lose or make your own money. Don't give it to some smuck who needs yours because he blew all his. When all else fails... see RULE #1

To: Susan Saline who wrote (4464)	11/17/1998 2:49:00 PM
From: Jim Mac	Read Replies (1) \| Respond to of 4571

Why don't you check out TAVA and CHRZ. CHRZ seems more robust, but TAVA seems the best value. TAVA addresses the manufacturing sector, which is further behind than most industries, and their new orders for Y2K software and services was $20M in Jun Q, and $25M+ in Sept Q--and that was only for initial inventory and assessment. They have a master consulting contract with Chevron, which recently revealed it will spend $200M to $300M in total, won't make the deadline for all systems, and has spent only $40M so far. But CHRZ is getting into ERP, and has almost 10 times the staff as TAVA, which has around 500 now. Based on forward earnings, TAVA looks the cheapest (5 times forward earnings), but CHRZ seems the safest, as their Y2K revenue component is much less than half total revs and shrinking, while TAVA's is half revs, and growing. It's easy to trash DDIM, especially if you want it to go down, like Staff, who sounds like a short. Just remember: CHRZ, CBR, KEA were all small companies like DDIM before they became big. The demand for IT consulting won't stop, and will expand dramatically. There's plenty of room for DDIM.