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Technology Stocks : Dialogic ready to soar, funds buying

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To: Robert Floyd who wrote (238)3/27/1997 2:04:00 PM
From: Jay M. Harris   of 674
 
Robert: I too share your discust with how this information was disseminated to tier 2 shareholders such as ourselves. Little detail for the lowly analyst such as myself trying to grasp for transparent straws.

I will review the q1 EPS estimate based on this 2nd PREANNOUNCEMENT. However, the best advice I can give is to
watch the tape for buy blocks from Goldmen. They will probably be putting their clients back in the mid-teens.

Look for $.27 to $.29 in q1 based on a 3 to 8 percent sequential
decline in revenue. This is my best guess on VERY LITTLE info.
I'm using the model guidence from my q4 EPS review. Expenses
should be in line.

Conclusion: This stock is broke at least until the conference call.

With no backlog this model is lumpy. The analytical community can't
digest these variences and gain comfort recommending this stock.

I am holding mine, with my head in the sand. I will buy more but NOT
soon. This stock has to gain sequential revenue growth for more of
my sweat. I apologize for all the hard and honestly earned capital
that has battered a once good reputation. Robert, in all of my years of experience and hard work (Countless hours on CTI) I have never
seen such a GREAT COMPANY with such a POOR STOCK. I will
post annual annual EPS numbers for those FEW of you who even care. Stick with Goldman!!!
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