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Technology Stocks : DSP Group: an incredible bargain?
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To: Kevin Hay who wrote (930)8/12/1998 10:07:00 PM
From: savolainen  Read Replies (1) of 1055
 
[thanks]

hi kevin,

thanks for the cc info... know tracking back thru the detail takes some time

sounds like the story is still on track... and maybe the relaxed tone you mentioned on the call is somewhat due to the "new" management is settling in/ hitting their stride... don't know how far back you have gone in looking at this one, but (from a previous post some time ago) my understanding of the dspg story is that there was a (successful) management overhaul in '96. As part of the housecleaning, a new ceo: Eliyahu Ayalon (April 1996); a new cfo: Avi Basher (October 1996); and a new cto: Moshe Shahaf (April 1996) ... were brought in... don't know about when Igal Kohavi, the Chairman of the Board, signed on (do you?), but he also may be new (seems like a heavy hitter: VP Telrad R&D etc)..

fwiw...as far as licensing/royalty revenues are concerned, my understanding/recollection is that licensing revenues are correlated with milestones reached and therefore the comment re "licensing deals ... spread over 3 qtrs..." may have to do with milestones specific to those deals... royalties on the other hand kick in when product reaches the marketplace and is recorded qtr after product is sold... there may be a 2-3 year lag between licencing and when royalty streams appear... and thru 96 significant royalties had not been realized.. and thru 97: royalties from two DSP core licensees had started to become meaningful..

btw how did you find dspg... an interesting co, but shall we say a little-off-the-beaten-track?

best wishes
s
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