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beachsidefreddy

beachsidefreddy
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  • Making Money On M&A - The Deferred Revenue Factor [View article]
    Mark I am not arguing I am saying we will know on 24th of April. I am sure Morrison will be more than forthcoming with that knowledge. Its otiose to discuss it until then because only IBM and DWCH know.
    Apr 17 02:00 PM | Likes Like |Link to Comment
  • Making Money On M&A - The Deferred Revenue Factor [View article]
    IBM's "real time" may in fact BE DWCH.
    Apr 17 01:28 PM | Likes Like |Link to Comment
  • Making Money On M&A - The Deferred Revenue Factor [View article]
    not if IBM is working with DWCH there is NO lower fruit than that. Its a big move coming if thats the case and the CC on the 24th should tell all
    Apr 17 01:24 PM | Likes Like |Link to Comment
  • Making Money On M&A - The Deferred Revenue Factor [View article]
    one of those(the one you speak) has some issues that go beyond just a look. He wanted to work for them and there is a tainted view I believe because that did not happen, not horrible just emotionally skewed.
    Apr 17 11:22 AM | Likes Like |Link to Comment
  • Making Money On M&A - The Deferred Revenue Factor [View article]
    DWCH can run "datastream" and DATA can not. The video is not tilted to DWCH its fact.
    Apr 17 08:27 AM | Likes Like |Link to Comment
  • Making Money On M&A - The Deferred Revenue Factor [View article]
    Mark I understand this head to head with DATA on DWCH homepage video is working beyond.
    Apr 16 01:08 PM | Likes Like |Link to Comment
  • Datawatch: 'Twenty Feet From Stardom' [View article]

    We also believe that the investments the company has been making in product and in its direct & channel distribution will drive revenue growth, with its distribution deal with IBM expected to contribute meaningful revenue by the end of the year.
    We also continue to believe that its best in class semi-structured file analysis and competitive visualization capabilities make DWCH a compelling vendor.
    At $15, and assuming the $1.2M short fall in the quarter is not recovered in CY14, DWCH trades at 2.5x EV/CY14E revenues of $40.6M (+26%).
    Apr 15 01:32 PM | Likes Like |Link to Comment
  • Making Money On M&A - The Deferred Revenue Factor [View article]
    ok great and thats not me on yahoo
    Apr 15 08:27 AM | Likes Like |Link to Comment
  • Making Money On M&A - The Deferred Revenue Factor [View article]
    all you cheerleaders plugging yourself beware. Good things do not happen to the stocks of arrogant tools. This is NOT deferred revenue its a NAZ meltdown and DATA and SPLK collapsing. I love being right in the end. The 24th should add to the fun.
    Apr 14 06:55 PM | 1 Like Like |Link to Comment
  • Datawatch: 'Twenty Feet From Stardom' [View article]
    Cowen reiterated its "OUTPERFORM" on the stock and said the fact the rev. was in April not Q2 means if it HAD been DWCH would have outperformed and says they expect IBM to materialze in to a very viable relationship. This "OUTPERFORM" was issued at $20 on thursday after DWCH release but before friday down move.
    Apr 12 09:18 AM | Likes Like |Link to Comment
  • This Next Generation Analytics Will Disrupt The Business Intelligence Industry [View article]
    whats more compelling is that there have been ZERO sales from DWCH mgmnt and huge with SPLK and DATA and the last entry on SEC is Cox(director) $1 mill buy at $28.50 a month ago
    Apr 7 03:46 PM | 1 Like Like |Link to Comment
  • This Next Generation Analytics Will Disrupt The Business Intelligence Industry [View article]
    a friend of mine that does this BI/Analytics for a living and was in charge of analytics for a MAJOR corporation says the one thing thats great for DWCH is that DATA cant process "datastream" and DWCH can and that that video is an EXCEPTIONAL sales video.
    Apr 7 12:32 PM | 1 Like Like |Link to Comment
  • This Next Generation Analytics Will Disrupt The Business Intelligence Industry [View article]
    my hope is the the IBM angle here is linked to DWCH.
    Apr 6 06:31 PM | Likes Like |Link to Comment
  • This Next Generation Analytics Will Disrupt The Business Intelligence Industry [View article]
    thank you for your consideration, its tone, and lack of asperity, I really do appreciate it.
    Apr 6 04:06 PM | 1 Like Like |Link to Comment
  • This Next Generation Analytics Will Disrupt The Business Intelligence Industry [View article]
    it is on the front page of the Datawatch website! The gaunlet has been thrown. I found this an amazing piece of head to head comparative advertising. This can be sent to any potential customers looking to purchase real time analytics. John do you think this is a seminal moment for Datawatch?
    Apr 6 09:13 AM | Likes Like |Link to Comment
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