DianaCorp (DNA)-Hype is over- Respect begun- Many shorts Message Board

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Technology Stocks : DianaCorp (DNA)-Hype is over- Respect begun- Many shorts

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To: George Kepner who wrote (38)	10/30/1996 1:35:00 PM
From: Mark Fortes	of 201

DNA has no hope! George, My main concern with Sattel, apparently the horse which DNA is betting all of its future on, is that their products, or perhaps a better term, vaporware can in no way be mature enough for Telco deployment. Companies like Excel and Summa Four have spent over ten years developing switching equipment, as compared to Sattel's 3 or 4? I doubt very much that IXCs such as MCI are going to take a chance with a Sattel product in their network. Would you risk your entire network on a product with less than 100 deployments? Would you risk choosing a company for a supplier that has such a clouded and obscure record as Sattel? Anyone familiar with RBOCs can attest that DNA has no chance. Personally, I cannot see DNA rebounding at all. Perhaps they may climb a bit when telecom-ignorant investors get excited over their empty claims, but in the end when all the clouds and mirrors are removed, Sattel and DNA will be below $14. Even though you may have missed the lion's share of the spoils, there are still plenty to be had for all shorties.

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