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Technology Stocks : Dallas Semiconductor: Time to Buy -- Ignore unavailable to you. Want to Upgrade?

To: Ron Jackson who wrote (135)	10/15/1999 3:28:00 PM
From: Charles R	Read Replies (1) \| Respond to of 160

Ron, <I love their products. They are innovators in many areas. > I agree. <Yet, I become frustrated that they seem to be consistently overlooked because they can't be put in a box by saying they are a NVRAM company, timekeeping, microcontroller, communications, etc. company. They are ALL those things. At DS diversity is a strength.> This is definitely not my definition of strength. I believe diversification is what is holding them down. <Other than investor perception, do you see anything inherently wrong with their diversified product strategy?> Yes, lack of focus. What does DS want to be when they grow up? Strong companies need a strong vision that the company can rally around. What DS has right now is mush. They are doing well because of good execution. They could do a lot better if they narrow down their focus to one area (say communications or encryption) and run with it. It will also tremendously improve their operations. Chuck