SI
SI
discoversearch

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.
Microcap & Penny Stocks : DCI Telecommunications - DCTC Today -- Ignore unavailable to you. Want to Upgrade?


To: josrph j murphy who wrote (3263)3/5/1998 1:46:00 PM
From: Grupo Brad  Respond to of 19331
 
Joe,
Thanks for the update and response. You are indeed a gentleman and hope your good intentions in your response are received in a like manner.
I also thought that I would add that those of you who have never done so. Go to the website and sign the guest book so that you will get the company newsletter that will be coming out. dcic.com
Also, as you know, having spoken with me this morning I thought I might add this as there have been questions sent to me from several E-Mailers in regards to scheduling regional-type meetings.
Joe, please correct me if I am wrong. DCI is currently spending the bulk of their time on finishing "due diligence" in regards to closing the WorldPass deal. Things are looking fine in regards to this and they will start setting up the regional meetings as soon as they close the WorldPass deal. The first one, in all likelihood, will be scheduled for Southern Florida, i.e. Miami Beach. I could handle seeing the sun again. Thanks again Joe for the update.
"Grupo Brad de Original P & P Man"



To: josrph j murphy who wrote (3263)3/5/1998 3:40:00 PM
From: ernie de la fuente  Read Replies (2) | Respond to of 19331
 
Mr. Murphy,

You guys might want to consider adding a note or some verbage explaining what the guest book on our website is used for. It is very generic looking and I find that most folks won't just offer name, address, email and phone number without knowing what the information is used for. We all know it expedites the receipt of things like the newsletter but not everyone knows that. Thanks again for your continued efforts to make this a great company.

Ernie



To: josrph j murphy who wrote (3263)3/6/1998 9:48:00 AM
From: STEVE SAMEULS  Read Replies (2) | Respond to of 19331
 
Hi Joe

great concise overview. I think the only thing to add is our balance sheet strength, which I know you have discussed here. Would it be fair to say that book value exceeds $1/sh (with SMTK undervalued and not to mention low debt)? I bring this up because I know of people trying to value the company based on the 13 cents and I think they should account for book value too? Is this proper, or should they be looking more at revenue and some multiple? Either way will the shareholders letter discuss proforma expectations and appropiate or conservative estimates to value future price?

If people apply PEs to the 13 cents shouldn't they consider the book value too? In other words, .13eps x pe of 20 is about 2 bucks, but book value is $1. Therefore, price should be $3?

Additionally, won't the share buyback improve per share earnings by reducing the denominator or will recent acquisition dilute this effect? I would think the acquisitions would only improve EPS, but maybe not on a fully diluted basis? Finally, shouldn't the growth factor (or PE) take into account explosive growth from Cyberfax and Europe and what would be a conservative estimates for growth?

TIA