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Technology Stocks : Dialogic ready to soar, funds buying
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To: GM who wrote (474)10/10/1997 10:09:00 PM
From: Larry Tomblin   of 674
 
Ascend is a tough one to call. Looking at their chart... Its almost straight up since the IPO of 12 in mid '94 to 80 through to Q3 '96. A straight line for 1 year then down and down again to 30.

They claim aquisitions and R&D to be the reason for a fairly swift decline of just under a year.

IMO: Tough competition at a time when Ascend chose proprietary over open systems solutions may have turned things down for them.

I see ASND to be risky at best.

1.....They now rank 5th in market capitalization of 6 billion.
2 years ago they were number two behind CSCO.

2.....CSCO's market cap is now 54 to LU's 56 billion.
3COM, Newbridge and Bay fall in above Ascend.

3.....Why has Ascend's market cap not risen with the rest?

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I too bought DLGC at 30 almost 2 years ago and am just about ready to sell off and count my blessings. Something says NO, NO, NO. "Stick with this company". I think I probably will. Dialogic was called, "The Microsoft of CTI" in VARBusiness Mag and by some CTI affluent individuals. But...CTI has changed quite a bit since that calling in early '96.

I do think this recent (1 week) gain is due to an anticipated surprise when earnings come out. The steady gain over the last few months is pure strength in company management, global marketing strategy and an overall recognition of Dialogic by stock market analysts. Finally!
Does anyone know when the earnings report is expected? Thanks.

Best wishes to all.

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