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Technology Stocks : Dialogic ready to soar, funds buying

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To: Howard Herskowitz who wrote (277)4/18/1997 6:38:00 PM
From: Jay M. Harris   of 674
 
Howard: I don't have the answers to your questions which I am curious
about. Remember, this was an order push out and not a cancellation.
I don't believe they are competing against lucent here, even though
lucent has promissed to deliver telephony gateways in q3. Also, do you
believe DLGC's position with the VAR channel will solidify their position
in internet telephony? Or is implementing telephony gateways easy,not
requiring a good deal of technical support?

P.S. I will be at the shareholders meeting in 10 days and will provide
a comprehensive report given the sell off. I still believe this represents
a compelling opportunity to pick up cheap stock. I will keep you posted.
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