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To: Mike C2 who wrote (101562)12/19/2003 2:49:07 PM
From: Findit  Respond to of 208838
 
Mike appreciate your DD here on DSLN. Very informative. Like you, I am not sure how this will weed out. Hopefully the current price levels are a bottom for now and future news and pumpers will allow it to move back up to a level where I can make a few bucks on my holding. Jim



To: Mike C2 who wrote (101562)12/20/2003 8:32:27 AM
From: rrufff  Respond to of 208838
 
DSLN- excellent analysis.

I've watched and wanted to jump on DSLN thinking it would follow COVD. DSLN may have more of chance to survive or be taken over but the real "value" player is COVD, particularly now that it is less than 1/2 its peak high. IMO, COVD more likely to be taken over because of its size.

Don't get me wrong the numbers of a penny play at .58 make a higher beta move and I play pennies for that reason. However, we now have a market cap and enterprise value based on over 2x the number of o/s shares as before.

Given a choice today, I'd go with COVD. COVD at 8 vs. DSLN at .6, I'd take a shot on DSLN but not nearly the same capital as I would with COVD. Just IMO.

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