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Technology Stocks : Dialogic ready to soar, funds buying

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To: David R who wrote (441)9/8/1997 7:42:00 PM
From: Jay M. Harris   of 674
 
David,

Are you drinking coffee or what? Help me out with the much better price thing. I have DLGC fairly valued with decent 12 month upside to $52 for a 30X P/E on $1.75 of 12/98 eps. Frankly, it may only take 9 months if the Fax & VoIP design wins are announced( they have been in trials for some time).

Question#1) How soon do you see price declines like those contemplated in your post? (best guess)

Question#2) Will the new DM3 price per port density impact your purchasing decisions favorably relative to NMSS. It seems okay for prices per port to decline as long as density can keep pace. I was under the impression that DLGC has a major advantage on price per port.

Your help is appreciated as all of that caffeine makes me nervous :)
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