Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : DSC Communications -- Ignore unavailable to you. Want to Upgrade?

To: MBogdaniec who wrote (3106)	11/11/1997 11:05:00 PM
From: Yeadon	Read Replies (1) \| Respond to of 4429

After the market closed there was an analyst on CNBC who was asked about LU's recent decline. He said there was concern in the sector generally because NT said it was concerned about the level of orders from Nynex, due to the merger. That concern is likely affecting DSC also. Other issues: The recent Lehman Br report on DSC that was cited in this thread was positive about DSC's future, but also noted that Lehman analyst was told by DSC that business so far this Q has not been "exciting" (or something like that), meaning another keep-your-fingers-crossed, back end loaded Q. With all the orders announced, we should be in a better position this Q. Also, the Cellcore issue. Did DSC overpay at 8x sales? CSCO bought Stratcomm at 10x sales several years ago, but that co was already very profitable with a mainstream product (ATM). Cellcore not profitable yet. Perhaps also concern about future Japan business. Let us hope it is only mutual fund window dressing. Yeadon