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

To: Dave Chanoux who wrote (3531)	2/1/1998 5:51:00 AM
From: Ben Beale	Respond to of 4429

Yes sir, one. When asked a broad question about new stategic business opportunities by an analyst (the guy from T. Rowe Price maybe), Mr. Donald gave us what was on the tip of his tounge: a re-hash of two current, solid contributors. What I think the analyst actually asked was: where are you taking this company in 1, 2, 5 years? What's your vision for switching and other lines in 2 year's time? What's next for digital loop? What are the stategic obsticles and barriers to entry in new lines, either technological or economic, and to improvement of exising lines? How are you (DIGI) woking to overcome them, etc.? I suspect, but have no way of knowing, that Mr. Donald may have laid face up for us all the cards he has. Instead, I would have preferred to hear about current and future R&D, especially with all but 20% of Airspan now gone. Meantime, I'll stay long, but I'd like to see some real growth areas to support our moderately high P/E. r/s Ben