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Technology Stocks : Dialogic ready to soar, funds buying
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To: Ross who wrote (404)8/17/1997 10:04:00 AM
From: Jay M. Harris   of 674
 
Ross: I've been posting on this thread for a little over a year. I must say that you have just provided the best short term TA that I have seen in some time. Man I thought fundamental analysis was confusing. You have just raised the bar on the confusion index to an elliot wave seven :0)

Please understand that many on the board" have been there done that" Elliot wave thing yet remain invested for the long term market opportunities. (i.e. Voice & Fax over IP; Call Center Mngmt; IVR; Intl Call completion; Electronic Commerce Gateways; unified messaging, and god knows what other markets that will develope over the next 7 years as client server computing( NT-P-6) and the telecommunications industry converge.

I just hope many on the board don't get distracted by EW's and miss out on what I believe could be a great long term business opportunity.
Remember, that owning a great business doesn't allow one to prosper over night, and growth is not achieved on a straight line. Prosperity, is only achieved through at least 10 years of compound annual revenue and earnings growth on a tax defered basis by buying and holding, and not taking capital gains. This is called asset and sector allocation. This does not require market timing. This is easy provided you are in the right long term company and sector.

Ross assume you were a business CEO and were responsible for the task of allocating the company's capital on a risk adjusted return on equity basis. Three division execs approach you with business opportunities. For simplicity all alternatives have the same ROE. However, alternative three while requireing a longer payback has a much larger market potential for the company long term. One and Two would be successful short term, but not position the company with as high of probability for strategic success. Which would you choose being a young executive doing what you love to do?

I can tell you that most on this board have chosen alternative number 3 and been through several EW's and remain confident in our company's future. This is capitalism at its finest.

We have yet to find a company better positioned than DLGC to exploit the market opportunities described above. Moreover, we spend countless hours of quality assurance and share our findings with the board (good & bad) This is mostly primary research.

We thank you for sharing your short term concerns. Balance of perspective is welcome. However, could you please provide a long term TA of DLGC in order for it to be consistant with our investment objectives, (3 -5 years). Thanks in advance..

Happy Investing,

Jay
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