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Technology Stocks : DIGL... Digital Lightwave.... Making Waves.... -- Ignore unavailable to you. Want to Upgrade?

To: Crossy who wrote (514)	10/16/1999 10:36:00 AM
From: Carolyn	Read Replies (2) \| Respond to of 934

I just got into DIGL, liking its customer base particularly. There are many working on this solution, I know, but who might be considered the "industry leader," if there is one? Or, is it too soon, the technology still evolving - which it is - so a leader cannot yet be determined? (Or is this a stupid question?)

To: Crossy who wrote (514)	10/16/1999 10:44:00 AM
From: Mahesh	Read Replies (1) \| Respond to of 934

Crossy, Let su hope you are right on the Target. However comparison with DWDM equipment suppliers is not the way to evaluate this stock in my opinion. The DWDM companies you mentioned supply the raw components Lasers, Filters etc to DWDM gear makers and that infrastucture is exploding. Also there is little competition to companies like JDSU or SDLi. On the other hand DIGL supplies SONET test equipment box, area where the growth is not that explosive as a lot of offices where DWDM may be going already have a variety of test boxes. There is formaidable competition such as HP for example. However that does not mean that there is not growth to be expected from this company, in fact I have increased my holdings. Currently the market cap of this company is 260 Million and I can see that doubling over the next year if they can conitnue to increase sales at about 20% top line, which I believe theyeasily can. Seeing how the new CEO has cut costs (compare their current report with previous one, when Zwan was leading the co), I can see a bottom line growth of 30%. mahesh