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

To: Yeadon who wrote (3460)1/27/1998 9:32:00 AM
From: Yeadon  Read Replies (2) | Respond to of 4429
 
Interestingly, TLAB which beat estimates, is called down about 1 1/2 points.
I think what is happening is that this is getting just like the situation in newtworking sector, where one company dominates -- here LU , there CSCO, and the other producers get marginalized--like DSC here, there BAY, SHVA, CS.
Yeadon



To: Yeadon who wrote (3460)1/27/1998 10:07:00 AM
From: Moe Damghani  Respond to of 4429
 
Conf. call - just got off the phone - It was excellent! I don't have
time to tell you all about it right now but Donold said that 98 is
going to be a good year for them and SE Asia doesn't have much
impact on the bottom line unless something goes wrong with China.
They also have not seen any slow down from RBOC! Also, it Cellcore
was not involved this last Q, they would have made $0.32. Backlogs
are up 11% compare to last year.


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