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Technology Stocks : DSS: DLT finally open for trading -- Ignore unavailable to you. Want to Upgrade?

To: Robert Douglas who wrote (290)	8/23/2000 10:44:36 PM
From: Sam	Read Replies (1) \| Respond to of 488

Rob, Well, I just felt that DSS represented a "value" (note how we DD investors now feel compelled to put that word in quotes) play, just as I have felt for much of the past couple of years, and of course it has done nothing but disappoint. Happily I diversified into other areas, including ECMs and others which have done much better. However, the moment of truth is here, LTO is coming (though who knows really how reliable it will be, I'm guessing it too will have a long breakin, prove-me period), so SDLT better be coming as well. If it is released next month, and works as advertised, I think the stock may triple from here over the next 12-18 months, and perhaps do even better than that. Worst case, I'll sell some of my higher priced shares for a loss. I don't see much downside from 10 or so, ATL and Snap should keep it there, as well as media sales. Don't forget ATL will also be selling LTO libraries. If they keep their growth around or above 30% (all of the library companies have been having problems lately, I think because of the transition issues, and ATL has actually been doing better than the others), and Snap keeps growing like a weed, DSS will be just fine. As far as the loss on HTCH goes--not my first nor my last loss. A little dismaying, as I sold it so close to the pop, but I don't really care. I have bought recently some SSTI, a little more Sandisk, some CRUS, some SMDK, the first three of which are higher today than when I bought them (the last is about a point down--I think I may dump that one too), and I think they have as good or better futures than HTCH. At any rate, DSS isn't out of the woods yet. 13-14 is a strong resistance area. I wouldn't be surprised to see another dip below 13. But I am hopeful that we will pop over it sometime in the next 4-6 weeks, and will get back up to 17-18, which should also be a resistance point. If we are to overcome that, SDLT will have to be successfully launched, and perhaps even the backward compatible version. Earnings will have to show some growth again, over this high .20s/low .30s range. But the good news is, I think, that once DSS does indeed show some earnings growth which looks sustainable, the stock will take off like a rocket, and the 30s and plausibly higher will very quickly follow. That's the advantage to have real earnings underpinning your story, not just the promise of earnings. Once SDLT starts contributing to earnings, then the ATL/Snap/recurring media revenue story won't be dragged down like it is now. And the stock will take off. At any rate, that's my reasoning in brief, sketchy outline. Best wishes, Sam