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Technology Stocks : Dialogic ready to soar, funds buying
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To: Larry Tomblin who wrote (475)10/11/1997 10:53:00 AM
From: Jay M. Harris   of 674
 
Larry, I believe the announcement is the 16th, I obviously will fill in the board.

**********************Off Topic****************************

Larry, Ascend is a tough call. One must do their own research and trust their own intellectual ability. I can't tell you how many times I have gone against the crowd only to have the crowd come back to my way of thinking 2 years hence. Remote Access is a 4 billion annual industry growing to 12 billion by 2001. Ascend's TNT max ; Frame Relay; and ATM business is sound. My comfort level is high that I will see $50 in 18 to 24 months. I love to buy broken growth in global companies.

Also, I just picked up some Rational Software @ 10 with a $20 2 year target. They now own 90% of the global market for object oriented test tools. This is another example of me doing the opposite of conventional wisdom. I'm trying to capture situations where Mutual Fund MBA's panick and give away the store! Both situations above in my mind fit this criteria. This is not to say they are great companies, but could be great trades over the next 18 months. Dialogic is a great company, but a much worse buy at $48 vs $16 only 5 months ago. Yet all the MBA's now tell you to buy DLGC. Where the hell were they 5 months ago at $16.

The above investment discipline is predicated on you knowing what the hell it is your buying. Don't try this unless you know you are buying a quality technology. Many times when stocks are hard hit the market can be right! If your right on your technology assessment, the MBA's come back over the subsequent 2 year holding period. Again do your own research and draw your own conclusions.

Hope this post helps,

Happy Investing,

Jay.....
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