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Technology Stocks : Dallas Semiconductor: Time to Buy

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To: B.G. Galbraith who wrote (33)1/17/1997 11:50:00 PM
From: Ron Jackson   of 160
 
Agreed!

I write firmware and our company sells a significant quantity of their touch memory product line. I have followed this company for several years. They have great products and are real innovators. They understand their customer base. I have a great deal of respect for their management and employees. This company is a major portion of my portfolio. Unfortunately, I tend to become impatient with this stock and always seem to sell too soon. I bought back in at 20 5/8, 18 5/8, and 18 3/8.

So, I love the company... however, I get frustrated that others don't seem to know that Dallas is alive! I've talked to people at the company. They feel the same frustration. They think the market doesn't quite understand their product niches. They can't be lumped into a neat little market segment like "semiconductor:memory". And, that hurts the price. But, the diversified product mix is their strength! At any rate, this company requires patience.

So, I continue to hold out hope that someday people will recognize this company as the great investment it is.

Sometimes I feel like I'm the only person following this stock.

Any other theories why the street seems to ignore it?

rfj
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