Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Steve Fancy who wrote (3620)	2/20/1998 3:54:00 PM
From: Yeadon	Read Replies (2) \| Respond to of 4429

Estimates for Q1 keep coming down. Now as low as 18c. Wasn't it in the mid 20s just a few months ago? Concern about drop in MCI rev's is growing. Will Celcore really be profitable by end of year, given they paid such a high multiple for stock? Look at what TLAB did. Bought Coherent Comm that was already very profitable, paid less of a multiple for it, and expect it to not lower TLAB earnings immediately, unlike Celcore purchase is doing to DSC. NKT will be down this Q. No real progress there. IMTN still a drain. Who knows when that segment will be profitable. NO new exciting technology on horizon. Even if you stumble, if you have a good record, like ADCT, Street more forgiving.Look how that rebounded. No one has faith in DSC. But when pessimism is greatest, perhaps soon time to buy? Yeadon