Dialogic ready to soar, funds buying Message Board

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Technology Stocks : Dialogic ready to soar, funds buying

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To: Norseman who wrote (546)	4/26/1998 10:41:00 AM
From: Jay M. Harris	Read Replies (2) of 674

Hello to the DLGC Bulls, A brief review of the most recent EPS from DLGC reveals the slowest revenue growth rate in this Co's history of 16%. DLGC's P/E is currently compressing to reflect the slower top line growth. Asia; Japan; Market share loss to NMSS, MIS distraction over year 2000, and the strong dollar have all culminated in slowing the top line of DLGC. This will probably continue through 1998. Finally, the big boy data shops(CSCO; ASND;NN) are rapidly changing the network fabric to provide voice. I'm afraid DLGC did not execute fast enough a good market share strategy to hold Lucent and the data guys at bay for VoIP applications. Cisco will have 40 products developed by years end incorporating some type of voice functionality. Dialogic is a fine little voice infrastructure play. However, they will NOT become a great company the likes of MSFT or Cisco. I believe they will be acquired in the next 12 to 18 months at probably $50 per share. We shall see. In the meantime this stock could trade to $30 or 18X cal 1998 of $1.75 Regards, Jay

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