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Technology Stocks : DSC Communications
DIGI 0.00010000.0%Feb 6 9:30 AM EST
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To: kech who wrote (2139)5/22/1997 7:36:00 PM
From: Jack L. Dlugach   of 4429
 
The telco's are all trying to get one step ahead before the
competition gets here for real. Note that AT&T and NYN have
agreed that T will finally be offering meaningful competition
in New York at last, one of the reason for T's unwarranted
rise over the last few days--T is almost sure to have at least
a few more dissapointing quarters so that's why I say unwarranted
because, IMO, the RBOC's and the manufacturers are going to be
the near-term beneficiaries.

One of the major desires of all of these companies is to be the
"one-stop" choice so they want to get all of these services
going: PAC has launched PCS big-time and also their internet
service has just passed the hundred thousand mark and now that
SBC has bought out PAC that combination is going to be a huge
force--PAC has been buying DSC fiber products for awhile now
and I expect that under SBC which was said to be desirous of
PAC's technological advances will keep it up. PAC has an R&D
facility that's not as well known as Bell Labs--Telesis Labs--
but it is considered in the forefront.

And of course the BEL/NYN merger is another big deal--I think
those two combos are going to be big winners despite what some
of the analysts say about the RBOC's--they aren't as slow and
cumbersome as they used to be; competition has put the fear into
the RBOC managements and they're doing a lot of the right things,
much more so than T which seems to be doing one goof-up after
another--typical of T's old bureaucracy that was supposed to have
changed after the spin-offs...maybe someday, but not yet.

Don't forget, too, that the overseas companies are generally far
behind the US companies and are also pairing up and spending a
lot on technology--British Telecom/MCI's "Concert" for instance.

There's a lot of money to be made in the telco stocks and in the
stocks of their suppliers--is DSC the right pick...I don't know
but I like what I'm seeing at present.
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