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Strategies & Market Trends : STOCKS WITH ATTITUDE TEAM - FA/TA AND EVERYTHING ELSE -- Ignore unavailable to you. Want to Upgrade?

To: David Graham who wrote (575)	12/19/1997 6:04:00 PM
From: Feraldo	Respond to of 2377

SYNT. Look for a DD report on them around 1:00 A.M eastern time tonite at http:/www.psci.net/~feraldo/ipo/synt.htm

To: David Graham who wrote (575)	12/19/1997 8:27:00 PM
From: Sergio H	Read Replies (1) \| Respond to of 2377

Grammy, you may be right about MM manipulation on DIGL....the small float would make it easier to manipulate. DIGL had been a high flyer and it looks like the recent sell-off may be due fo several reasons but the most convincing one that I've found is the concern about meeting future earning's estimates. DIGL has a history of not meeting the estimates, they either blow them away or fail to meet expectations. When a stock carries such a high PE, the earnings are the whole story. DIGL was a POW for us in Nov. Not much has changed other than two more analysts have initiated coverage: strong buys from Lowenbaum and Co 12/1 and Tucker Anthony, buy on 12/5. So far we have Grammy and Jim in the pro DIGL corner and Kevin's TA is indicating a breakdown. I have to throw my opinion into the pro corner for next week. DIGL looks like a buy to me right now. Looking for opinions from the SWATs and all on DIGL. Our report on DIGL from Nov.: DIGITAL LIGHTWAVE INC. Nasdaq : DIGL Address:.................................................................................601 Cleveland Street, Fifth Floor .................................................................................................Clearwater, FL 34615 Phone:....................................................................................(813) 442-6677 Website: ............................................................................... lightwave.com DIGL manufactures advanced computer systems that provide information concerning the performance of lightwave telecommunications networks and transmission equipment. EXECUTIVE SUMMARY: * INSIDE OWNERSHIP About 76% of the shares are held by Bryan J. Zwan, the chairman and CEO. Institutions own 9.1%. * MEDIA ATTENTION Company was featured in The New America section of Individual Investor Daily on Sept. 18, 1997. The story is available on the company website. lightwave.com The Company is a presenter at the CMA Trade Show in New York, Nov. 11 -13th. cma.org DIGL will participate in the PTC trade show in Hawaii and the ComNet trade show in Wash. D.C. in January. BROKERAGE COVERAGE On October 10, 1997 Soundview Financial issued a STRONG BUY RATING on DIGL based "on the positive outlook of the company and the continued demand for fiber-optic transmission systems and the need to monitor them. The company has a premier customer base, new products in the works, and a strong balance sheet." On Sepember 30, 197 CS FIRST BOSTON issued a STRONG BUY RATING on DIGL and set a price target of $28/share. On September 26, 1997 Southeast Research Partners issued a STRONG BUY RATING on DIGL and set a price target of $21 TO $25 per share. Furman Selz analyst Michael Neiberg issued a 14 page Company Report on DIGL. Report highlights: "The company should experience dramatic growth in 1997 fueled by the rapid acceptance and market share gain of its initial product, the ASA 312 Network Information Computer. STRONG EARNINGS/BALANCE SHEET Last quarter's earnings report announced in October beat estimates by over 60%. Profit margins are in the 70% range. . The company will continue to benefit from a loss carry forward for tax purposes. Highlights from the balance sheet include: 1. Cash and equivalents are $44 million. 2. Long term debt is virtually non existant at $95,000. 3. Sales and Marketing expenses decreased 12% from 96 down to 22% of sales 4. G/A expenses decreased from 7/1/96 - 9/30/96 of 21% to 11% for the same period in 1997. G/A expenses also decreased from 15% for the second quarter of 1997 showing management's ability to keep internal costs in line while handling the company's expansion. biz.yahoo.com * NEW MARKETING INITIATIVES The Company has increased its sales and marketing efforts resulting in a larger volume of orders for the second quarter of 1997 than in all of 1996. The company is now expanding its customer support infrastructure and initiating an international sales and marketing group. The "Remote Access Agent" family of products was recently launched * IMPROVED MANUFACTURING/TECHNOLOGICAL CAPABILITIES The company significantly expanded its manufacturing capacity moving the final assembly, test and burn-in operation to a new 13,000 square foot manufacturing facility. Digital Lightwave has established a Center of Excellence in New Jersey, with a core of leading object-oriented network management software designers. * LARGE CUSTOMER BASE Customers include leading telecommunications companies, such as WorldCom, MCI, AT&T, Sprint, Regional Bell Operating Companies, GTE, Time Warner, TCG, and Brooks Fiber Properties, Inc.; and equipment manufacturers such as Tellabs, Nortel, Lucent, Alcatel and NEC. Sales to MCI, Ameritech and Pacific Telesis Group accounted for 25%, 19% and 15% of the 1996 total, respectively. ALL THE REST: * Float is only a tiny fraction of total shares ouststanding. tradepbs.com * Telecomm Equip Industry quote.yahoo.com * Short Interest viwes.com * Vectorvest vectorvest.com * New Management fast.quote.com{{ceekyrceket fast.quote.com{{ceekyrceket fast.quote.com{{ceekyrceket fast.quote.com{{ceekyrceket * Product Info Main product is the ASA 312. A series of Remote Access Agents are in field testing which allow an operator to monitor system performance and quality from a central monitoring station. Additional planned products are: 2 Enhancements to the 312 including a new model to serve international markets. A notebook platform which would basically be used to intervene and alter traffic routing. Network Digital Assistants will assist in the anaysis of network performance. Virtual Switching products to provide a means of delivering EXPANDABLE BANDWIDTH from the public network to a customer premise.

To: David Graham who wrote (575)	12/19/1997 9:22:00 PM
From: Sergio H	Respond to of 2377

Grammy, tonight after the bell: <Digital Link Corp. (DLNK) 12 3/4 +2: manufacturer of high speed digital access products for wide area networks is warning that it sees a 4Q loss of $0.05 to $0.07 a share, well below the First Call estimate of $0.20 a share; company projects revenues of $14 to $14.5 mln; in the year-ago period, DLNK earned $0.19 a share on revenues of $15.72 mln...> Pretty sneaky, coming out with this news on a friday night after the bell, just before Xmas. Maybe they are hoping that no one notices. Looks like a short to me and maybe a hands off on DIGL just now. Sergio

To: David Graham who wrote (575)	12/22/1997 10:08:00 AM
From: Trader X	Read Replies (1) \| Respond to of 2377

Sorry D. Graham, I think you lost that bet. DIGL at $17 by this afternoon? Currently at 14. I don't understand this concept that market makers are responsible for a 4-5 point drop in a stock with a 6 million share float and trading almost 200,000 shares daily on average. There's no way that kind of drop can be attributed to MMs. I for one find all this talk of MMs being responsible for every stock dropping as sheer dillusional scapegoating. Why not blame the Republicans, or maybe El Nino. This is not directed only toward you david, but everyone else who has made a habit of this bit of misinformation. Maybe the stock dropped because it's over valued and momentum investors who've doubled since summer are taking profits and dumping the stock. Huh? Wait aminute...that makes too much sense! -Kevin