I know that all the DGIV'ers are hungry for a little DGIV info. Roger Templeton was nice enough to provide a tidbit. No earth shaking news here but it's always nice to know that someone is working in order to bring success to DGIV and making them a profitable company. I would like to express my appreciation to Mr. Templeton. He has been very prompt in answering my questions, even though I know he must be very busy at DGIV. The e-mail I submitted to Mr. Templeton follows his reply.
Dear Dr. Day,
My understanding is that the shares in the float has been pretty much
what it is today ever since last fall. While I know that there has been
a 1.5% to 2% growth in the number of outstanding shares trading, I'm not
aware of a significant increase in the float for quite some time. You
are right, however, in observing that this will all be "water under the
bridge" in the long run. Hopefully, we won't have to wait too long for
developments to overcome the drift DGIV has been in for the past several
weeks.
Having just given a presentation in New York to some retail traders and
brokers last week, I was able to review the competitive situation and
Digitcom's position vis a vis "the big guys" that have made recent
announcements about incorporating VoIP technology into networks they're
planning. I believe that this merely strengthens Digitcom's business
plan in as much as we are targeting monopoly PTTs to bring them into
partnership in deploying the Digitcom VoIP network. The entry of
Nortel, the experiments of Deutsch Telecom is planning, etc., merely
increases the pressure on the PTTs we're approaching to compete--and
Digitcom is offering them the technology and access to the US market
that they otherwise do not have! The entry (slow and tentative, though
it is) of large players merely enhances our competitive advantage in
partnering up with these PTTs. At least, that's my sense of the
situation. It seems to be reflected in the increased interest we've
received in the past few weeks, first to move ahead with Egypt and
Taiwan, and also by a couple of new inquiries we've received.
Time will tell, of course.
I hope that you'll stick around for the ride!
Yours,
Roger Templeton
Digitcom
William Day wrote:
>
> Dear Mr. Templeton:
>
> Thank you for the information sent to me several weeks ago concerning
> Digitcom. I am back again seeking something to pacify the DGIV
> investors. If you have been keeping up on the SI DGIV thread you may
> have noticed a bit of doubt and increase in skepticism in the progress
> of DGIV. There is concern that someone is selling into the float,
> thereby increasing the float size. This of course dilutes share price.
> I realize that is all water under the bridge and in the long run doesn't
> mean anything as long as DGIV is moving forward. Do you know anything
> about the float increase?
>
> I am concerned, however, that competitors are moving into this field
> very quickly. Very large companies are joining forces and incorporating
> IP technology in order to get in on the upward movement of IP
> telephony. I believe the timing factor is of great importance and DGIV
> needs to get operational. Without releasing information harmful to the
> company, I would like to ask you and Mr. Chin what progress we are
> making and do we yet have income and are we on line in Egypt and
> elsewhere. Any tidbit of info would be appreciated.
>
> Thank you, Dr. Bill Day |
