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Technology Stocks : DSP Group: an incredible bargain?
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To: savolainen who wrote (947)12/10/1998 12:56:00 PM
From: Kevin Hay  Read Replies (1) of 1055
 
Hi all.

I talked with the company the other day and everything sounded
good. I've done a couple stupid trading tricks lately but am back
in averaged @ ~17.

The new ir guy is a LOT more talkative and knowledgable than
the one-word-answer guy they had. I was trying to get a feel for
Korea. He said sales have declined yr to yr from 10m to 1m and
that their guidance to the street includes nothing from Korea, so
anything is upside. (my perception is that low product sales to
Korea was the main reason they didn't beat their number last q)

He said the implementation of voice activation was getting broader.
"for example, say you want to talk to your microwave....."

I also asked about the handsfree handset that they were expecting
some decent sales from by now (a couple conf calls ago). He said
that product belongs to a company called Hotas. Perhaps we can
find out how this is doing..??

I'm quite comfortable they'll hit their numbers going forward, but as
we've seen they really need to beat them.

cheers,
-Kevin
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