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Technology Stocks : Ditech Corporation (DITC) -- Ignore unavailable to you. Want to Upgrade?

To: Gone to Money Heaven who wrote (160)	12/20/2000 12:29:51 PM
From: KevinThompson	Read Replies (2) \| Respond to of 177

...now that it's at 12 is this the general time period to buy? Market pessimism is rampant. What's your risk tolerance? That's the question to be asking yourself today. Good luck, KT

To: Gone to Money Heaven who wrote (160)	12/20/2000 12:47:14 PM
From: Gone to Money Heaven	Respond to of 177

according to the 12-13-00 10Q Qwest is the single largest customer. NT is making a new integrated switch that has echo cancellation capability in it. So if NT is successful, that is DITC's key market. that's the issue with DITC as far as I can tell. from the 12-13-00 10Q ------------------------------- WE FACE INTENSE COMPETITION, WHICH COULD ADVERSELY AFFECT OUR ABILITY TO MAINTAIN OR INCREASE SALES OF OUR PRODUCTS. The markets for our echo cancellation and optical communications products are intensely competitive, continually evolving and subject to rapid technological change. We may not be able to compete successfully against current or future competitors, including our customers. Certain of our customers also have the ability to internally produce the equipment that they currently purchase from us. In such cases, we also compete with their internal product development capabilities. We expect that competition in each of the echo cancellation and optical communications markets will increase in the future. We may not have the financial resources, technical expertise or marketing, manufacturing, distribution and support capabilities to compete successfully. One of our competitors, Nortel Networks, has begun sales of an integrated switch, which has echo cancellation capability built into it and could therefore eliminate the need for the echo cancellation capability provided by our products. To date we have not experienced any material changes in customer orders as a result of the introduction of this product. However, new technologies such as these or other competing products, may cause our customers to delay or cancel orders for our products. Most of our competitors and potential competitors have substantially greater name recognition and technical, financial and marketing resources than we do. Such competitors may -20- undertake more extensive marketing campaigns, adopt more aggressive pricing policies and devote substantially more resources to developing new products than we will.