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Microcap & Penny Stocks : DCI Telecommunications - DCTC Today

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To: josrph j murphy who wrote (3263)	3/6/1998 9:48:00 AM
From: STEVE SAMEULS	Read Replies (2) of 19331

Hi Joe great concise overview. I think the only thing to add is our balance sheet strength, which I know you have discussed here. Would it be fair to say that book value exceeds $1/sh (with SMTK undervalued and not to mention low debt)? I bring this up because I know of people trying to value the company based on the 13 cents and I think they should account for book value too? Is this proper, or should they be looking more at revenue and some multiple? Either way will the shareholders letter discuss proforma expectations and appropiate or conservative estimates to value future price? If people apply PEs to the 13 cents shouldn't they consider the book value too? In other words, .13eps x pe of 20 is about 2 bucks, but book value is $1. Therefore, price should be $3? Additionally, won't the share buyback improve per share earnings by reducing the denominator or will recent acquisition dilute this effect? I would think the acquisitions would only improve EPS, but maybe not on a fully diluted basis? Finally, shouldn't the growth factor (or PE) take into account explosive growth from Cyberfax and Europe and what would be a conservative estimates for growth? TIA

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