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Technology Stocks : Dialogic ready to soar, funds buying
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To: John F Beule who wrote (346)6/19/1997 11:25:00 AM
From: Jay M. Harris   of 674
 
Larry, John, et al Do Not underestimate the good things going on at DLGC from a financial perspective. The new CFO is very very real. He had a great
reputation at Symbol & Technologies.(bar code co) for eps consistancy. He
never missed a quarter in 3 years on his watch. DLGC has missed a quarter in
each of the last 3 years.

Going forward, (next 12 months) expect to see much better asset management,
inventory availability, so that sales are not missed due to stock outs. Also,
expect to see the 120 days of inventory on hand in the latest quarter to decline.

Also, I would be surprised ( I have been with Ed Jordan) to see expense growth in any of the model line items to be in excess of the "true revenue"
growth rate. Also, expect the unrealistically high street EPS numbers to be
guided down to more practical levels with much higher probability of meeting
the numbers as opposed to "best case" numbers only to disappoint investors
when they are not achieved. This will increase eps visability and allow the P/E
ratio to expand to the true eps growth rate. Incidently, this statement is obviously
not reflected in the current P/E .

Finally, I work for the sixth largest bank in the country, and we just rolled out an
IVR for our 401k plan and other HR apps. Our bank is in front of our industry
when implementing new technology. This confirms in my mind that CTI will take
off in 1998. Most bankers follow the lead when it comes to cost saves like the
application above. Keep the faith you will rewarded.

Happy Investing,

Jay
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