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

To: van wang who wrote (3354)	1/16/1998 7:55:00 PM
From: Yeadon	Respond to of 4429

I doubt Baby Bell spending negatively affected DSC this past Q, as others are saying Baby Bell spending fell in January, not December. Also, even if DSC did see a slowing of orders in January, they are not likely to mention it because the Q depends much more on what happens in March. They usually have a weak first month each Q. Time to get out my prayer rug. Yeadon

To: van wang who wrote (3354)	1/16/1998 10:03:00 PM
From: Dave Chanoux	Read Replies (1) \| Respond to of 4429

Teltrend is a pretty well focused T1 supplier, I think, competing with PairGain, etc. The RBOC's are not homogeneous. One should not draw conclusions or make assumptions on business activity with Teltrend effecting DSC. DSC's long term access and transport business with RBOC's, especially Bell Atlantic, is just getting ready to kick in. This might be a great opportunity - DSC pulled down with the rest of them even though the business climate is opposite. Was that a question or an answer? Regards, Dave Chanoux