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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank
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To: iod_sherwood who wrote (101073)6/7/2000 3:22:00 PM
From: Lane Hall-Witt  Read Replies (1) of 120523
 
iod_sherwood -- DITC: I've been eyeing this one, too. I think it's under selling pressure from its institutional holders: institutions hold 65-70 percent of the company. The fundamentals on this one look great, but its recent behavior has been just wretched: in freefall even with Nasdaq rallying. Today it's selling off despite Deutsche Banc Alex. Brown reiterating a "Strong Buy" and putting a $120 price target on it, pre-market.

There seems to be concern about the fact that Q is such a large customer (although DITC has been aggressively and successfully diversifying its revenue base, both across product lines and by expanding its customer roster). The lingering concern that TLAB will smack DITC with a killer echo-cancellation product is still out there, too (although DITC has been consistently winning market share).

I'm not in this one yet, but certainly would like to enter once it shows signs of life. It must at least behave better on good news than it has today--. Right now it's reminding me of another favorite value play: FILE, which has been a terrible performer in recent weeks, with virtually no move at all on the Naz rally.
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