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Technology Stocks : DSSI/DATA Systems & Software

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To: Creditman who wrote (991)	9/30/1999 2:25:00 PM
From: HG	Read Replies (1) of 1061

It seems to me that DSSI is falling relative to TSEMF more or less as it rose relative to TSEMF. There is no "TSEMF nightmare"; it has fallen on low volume on all recent days, suggesting that those who bought at higher levels are holding, and that all who want to buy have bought for now. The price of TSEMF at such low volume means not very much, I think. That DSSI's correlative decline was not mitigated by two very fine press releases suggests to me that almost nobody cares about Comverge or DSI, only Tower. We have often remarked how Comverge and DSI seem not to be included at all in DSSI's current valuation. But people should be concerned about DSI and Comverge, and the reason they're not is that they don't trust the management to work to ensure that share price will reflect good news from these subsidiaries. And yet it is very rare that we have two such good releases in such a short time--exactly the kind of thing we want from that same management. I can only say that it is a pity they have had no effect. Let us hope that the releases will continue, that earnings from DSSI will turn positive--which will speak well even if management doesn't--and that somebody will actually realize that good public relations for DSSI might translate into more than good valuations, but might actually work as advertising for the subsidiaries as well, moving to the bottom line. DSSI is clearly oversold at 2 3/8! It will go up soon when TSEMF goes up. From here it looks like an easy double. And one day it will go up big time because of Comverge, but who knows enough about it to guess when? I am not so expert on the energy industry... Howard Gordon

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