SI
SI
discoversearch

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 ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: michael yatchman who wrote (450)9/17/1997 12:04:00 PM
From: Jay M. Harris   of 674
 
FYI: Joe Noel @ H&Q just released a report reaffirming his buy on DLGC. He is using $.35 for the September quarter and $.45 for December which puts the year @ $1.29

IMO this is strong sequential momentum and should take DLGC to $52 after the 12/31 EPS report. I want to reiterate to the board not to underestimate the steps DLGC is taking to turn the corner on improving profitability. This will be readily evident in the 3q report. Those of you that want to increase positions should not wait and do so now! These VoIP & FaxoIP contracts will be extremely large when they arrive. I obviously don't have a clew when they will arrive. However, I have assigned very high probability that they will arrive and that DLGC will garner 65% of all of the high density design wins. This is a very large market and we are getting dangerously close to the initial design wins at the ISP's and PTTs. The reason for this is that NN and CSCO are deploying broadband switches that integrate frame-ATM with IP on top. This will provide the bandwidth required for low latency quality of service specs and SS7 compatiblity. This will be the WAN fabric that weaves DLGC's media processing capability on AIN's with DM3.

Happy Investing,

Jay...
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News