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


To: PlanoSpy who wrote (3666)2/24/1998 5:26:00 PM
From: Moe Damghani  Read Replies (2) | Respond to of 4429
 
PlanoSpy, I didn't hype the stock! I simply stated the facts and my
own opinion. Let me tell you why I sold: 1) The tone of the market
is negative right now, if they guide analysts down one more time or
any little negative news will send the stock down by another 20%.
2) The article with the not so efficient switches concerned me, I thought may be that could be the reason for MOT dividing the last
big cellular contract with NT. I am not saying that this is a bad
company at all. On the contrary, it is a great company and the stock
is still damn cheap! I could not afford to loose anymore on this company and thought that I maybe able to buy it back cheaper! Also,
Bloomberg showed that Gearld Klauer downgraded to hold from buy
today! This downgrade was the last straw! It really was a very
difficult decision and I still think I'll be sorry.
I could be buying it cheaper in the future



To: PlanoSpy who wrote (3666)2/24/1998 5:41:00 PM
From: brian h  Respond to of 4429
 
Planospy,

I think you may have worked for DSC before. Correct? Anyway Moe is not hyping the stock as far as I know. You could be shorting the stock.

The management is the problem. The company is in right industry without doubt. However, it seems that it spreads out too much as others had commented before.

It should be lean and focus as TLAB does. Compare employees #. One is 6000 plus, the other 3000 plus. And revenue wise, they generate about the same. What a pity for the company's management!!!!

Brian H.



To: PlanoSpy who wrote (3666)2/24/1998 5:42:00 PM
From: kech  Read Replies (1) | Respond to of 4429
 
PlanoSpy- Please explain what you think might be mistakes in what has been posted.