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Strategies & Market Trends : LastShadow's Position Trading -- Ignore unavailable to you. Want to Upgrade?

To: LastShadow who wrote (28401)	1/3/2000 11:46:00 PM
From: Rolla Coasta	Respond to of 43080

DATM is very attractive at this level There are many reasons but the ones that come to mind are: 1. With QCOM and others in the Telecom industry making CDMA the standard technology, Datum is ready to supply the tools for the industry's timing and frequency needs.http://biz.yahoo.com/prnews/990913/ca_datum_n_1.html Datum also seems to have a head start over others in this area. 2. Datum has taken steps to enter into the fast growing B2B Highly Secure B2B E-Commerce market with the recent asquision of Digital Delivery Inc. Datum and Digital Delivery Inc. have developed and patent B2B product or method and other patents are pending.http://www.digitaldelivery.com/ You should also read the special message on the Datum web site.http:www.datum.com More information to be gleamed from this letter. 3. Datum is in a sector that may consolidate in the near future. Datum has already recieved an offer from Frequency Electronics Inc. (FEI) to merge for $10 a share. Datum wisely turned the offer down based on the market value of the stock today.http://biz.yahoo.com/rf/991120/nt.html biz.yahoo.com The fact that the company would turn down the offer shows that the companies management values the company higher then the offer. 4. The CEO (Erik van der Kaay)has options that are worthless if the company trades under $13 a share.So he has a vested interest in the value of the company and the price of the stock. 5.Datum only has 4.9 million shares in the float and this could result in a quick move up(or down) with the growth(or lack) of the company. 6. I believe Datum has positioned it self for growth in the CDMA timing and B2B business sectors. With the opening of new sales offices around the world with targets in the fastest growing telecom areas like China,Malaysia,Brazil,and Africa.And Datum has added application/system engineers to its Eurpean sale organization. 7. With the release of new products and the added sales and support staff shows Datum is in a growth phase with a focus on sales. 8. Datum has entered into a strategic technology alliance with TranSwitch.http://biz.yahoo.com/bw/991227/ct_transwi_1.html