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: Ron Kory who wrote (400)	8/14/1997 7:26:00 PM
From: Jay M. Harris	of 674

Ron: It is my understanding that the fax hardware for this real time fax implementation had not been announced yet. This question came up on DLGC's 2q conference call & Howard really squirmed around the issue ( I thought in a good way). I'm not trying to spread misinformation. Do you know if Open Port supplies their own fax servers (hardware)? If so, I stand corrected. However, I do expect DLGC to land a large real time fax implementation in this quarter. Also, these fax servers require millions of production (tests) prior to the contract being awarded. This causes very long sales cycles prior to large scale deployments. This is why DLGC's revenue is so lumpy and the stock so volatile. I have posted on this charactoristic during the first quarter miss. Please let the board know what information you have on Open Port being a DLGC client. We can use all the help we can enlist following this company which is very difficult to analyze. Thanks in advance, Jay To the board, I expect DLGC's high density business to represent a record proportion of sales in 3q. Also, this has a beneficial impact on the company's Gross Profit Margin. I expect GPM's to achieve a record for the company during this quarter. Joe Noel @ H&Q is really pounding the drums on DLGC recently. This is probably why the stock is $38. H&Q has a huge institutional following. This surprises me so early after the q1 miss. This company clearly has wall streets utmost respect to be pushing the stock so soon after a large miss. What do you think this stock will be like when the momentum investors arrive; like sharks to a chum line? In any event, this is DLGC's seasonally strong quarter and business is tracking fine. Expect $.35 for the quarter and for a nice sequential improvement based on an expanding GPM and contracting SG&A. 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