Dialogic ready to soar, funds buying Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Dialogic ready to soar, funds buying

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Robert Floyd who wrote (358)	7/1/1997 9:20:00 PM
From: Jay M. Harris	of 674

Ok DLGC sports fans, the board has been too quiet. Just wanted to drop a quick note to discuss the current quarter. I'm looking for $.28 in eps in the current quarter ending 6/31.. This # is essentially where many of the analysts are on the second quarter. This represents a solid sequential increase over the $.20 in q1. I don't expect the new CFO's presence to be felt internally in q2. However, I do expect the wall street types to contemplate this change on the regular quarterly conference call. Fundamentally, the new CFO should impact q3 and by q4 shareholders should be whistling dixie. Also, I must add that with the exception of DLGC & PAIR(HDSL) I have been successful this year with several other controversial small cap issues in a market dominated by large cap companys. The only reason I bring this up is that I believe more strongly in DLGC's success than any of the companies where we ripped the cover off the ball. I say this so the engineers among us maintain the courage of their conviction. This is the most difficult aspect of small cap investing and is exascerbated by institutional dominance(mutual Funds) with a 3 month investment horizon. I will do an extensive design win and financial review once q2 results are announced. Also, remember that DLGC is trying to capture several significant revenue opportunities that may cause spending in the R&D line to grow in excess of revenue during cal 97 (not 98). This spending will be returned to shareholders as revenue is recognized(new CFO). Finally, I must inform the board that I recently bot 200 shares of MSFT for the up and comming NT product cycle. In my 9 years of following the tech and com sectors, of the stock market I must confess I have never witnessed what is about to be unleashed on the technology industries with Windows NT. This is the future, and if you can't beat em join em as we are with DLGC. Hope this post helps... Happy Investing, Jay....

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next