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Technology Stocks : DIGL... Digital Lightwave.... Making Waves.... -- Ignore unavailable to you. Want to Upgrade?

To: ET.. who wrote (350)	2/2/1998 10:52:00 PM
From: Mahesh	Read Replies (1) \| Respond to of 934

Michelle, While the DIGl product is excellent, Charles Smithers made it sound like it "Gee, how did we ever live without this". There are other boxes in the market place that do similar things, just not as user friendly. I have handled the controls on the box, talked to a number of technicians too who have used it and yes it is a good box. However re your comment <<The world loved the stock in November, and hates it in February. What has changed? The accounting method; not the business or prospects>> What has changed is that the investors have now realized that the rate of revenue growth in recent quarters is not what they had believed it to be and that belief stemmed from the quarterly reports. The stock therefore is now repriced according to revenue growth from recent quarters. It is not just the accounting method. There is real question whether potential sales from future quarters were pulled in earlier. The company by restating earnings and revenues is also saying something to this effect. Great product agreed. But what is the fair value of the stock? How does one value a company/ One key factor is the rate of revenue growth and reality regarding that has dawned!