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


To: Moe Damghani who wrote (3614)2/19/1998 3:01:00 PM
From: Jody Ritchie  Respond to of 4429
 
Remember all those contracts DSC announced last fall? When will the revenue begin from those begin showing up in the Q reports?

Seems to me last Q was too soon, so the numbers could begin increasing nicely starting with this Q; even though Q1 is usually the worst for DSC.

I like this stock. It's not performing well, but it's out of favor and should be at a higher price. Compare the PE to competitors...this stock is cheap.

Buying out of favor, fundamentally sound companies is my primary investment approach.

One day I'll be rich...or broke. :-)

Jody



To: Moe Damghani who wrote (3614)2/19/1998 4:07:00 PM
From: Toby Zidle  Read Replies (1) | Respond to of 4429
 
<<Like Buffett says, those with the most patience are rewarded the most!>>

Geez, I hate to say this but.....

Buffett isn't still holding NSCP down from $60
Buffett isn't still holding IOM down from $16
Buffett had to wait 5 years for his reward on IBM at 1992's high.

Isn't it amazing how falling prices turn stock buys into long-term investments? If only we had sold DIGI last week and bought DELL instead.



To: Moe Damghani who wrote (3614)2/19/1998 9:50:00 PM
From: Ramsey Su  Respond to of 4429
 
Moe,

I have been in and out of DIGI many times, now out. This is a teaser. You are one of the long term bulls and probably research this company more than most on the thread so I will pose these questions to you.

It appears that management is a big problem for DIGI and has little credibility. A change should be a big plus. Do you think that is possible?

Secondly, do you think DIGI has any value as a takeover and by whom?

Appreciate you thoughts.

Ramsey