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


To: josrph j murphy who wrote (3286)3/6/1998 9:56:00 AM
From: Ken Salaets  Read Replies (1) | Respond to of 19331
 
Such a tease, Joe. I know you didn't learn THAT in the Marines. gggg.

Ken



To: josrph j murphy who wrote (3286)3/6/1998 11:21:00 PM
From: Jumpin Joe  Read Replies (3) | Respond to of 19331
 
Mr. Murphy,

For a BB company (or almost any company), you give ample information for a person to decide if this is a proper investment for their goals. DCTC fully reports with the SEC which is of critical importance to me (I will not invest in any company that does not report). Thus, there is full and easy access to 10Qs and 10Ks with all their corresponding balance sheets, income statements and business descriptions/explainations. There are press releases, IR, a web site and newsletters full of info. Combined with that, we have the very unique benefit of having access to the President and CEO (as well as other senior personnel) via the internet on an almost daily basis. What more can an investor ask for?

If there is/was a problem with the message being sent to the investment community by the company, I think most of it lies in the fact that you are a small M&A company whose business has changed rapidly over the past 12-18 months (although you have refocused the business and now have more clearly defined mission and goals, IMHO). To do an analysis of your company takes a lot longer than other companies due to all the M&As. If one goes all the way back to the beginning, it is hard to see how all the pieces fit together (some of them obviously do not anymore and you have divested). Combine this with the fact that you are a small, BB company and that makes people nervous. A while back, May, 1997, you stated that the company focus was long distance, cellular and internet. Since you made that statement, the company has pushed in those directions by divesting out of businesses that did not fit that focus and have made acquisitions that did meet it. This has helped me understand the company better and has given me more confidence that your ultimate goal will be reached. Also, I know what your stated business goals are, thus I have something to judge all the M&A by. I think the theme of "long distance, cellular and internet" should be reiterated/emphasized in the newsletter, again IMHO. This gives everyone a clear idea of your overall business direction.

In general, I could not be happier with the quantity and quality of the information I get from the company. Yes, I want to know all the things you eluded to about the upcoming newsletter, ie, Cyberfax contracts, what's going on in Europe etc. and the company is providing that information to me in a perfectly acceptable time frame (and more thoroughly and timely than most big companies).

Overall, the stock market is a risk no matter what investment one makes. The key is doing risk/reward analysis and deciding if the ratio is in line with ones investment goals. Although DCTC is a small company with greater risk than a medium or large cap stock, certain aspects such as being in a high growth industry, strong management, solid financials, increasing revenues (and more recently margins) and the most recent acquisitions and business divestitures tilt the risk/reward ratio to an acceptable level for my goals.

Thank you for your effort and timely updates!

Sincerely,

JJ

P.S. I have recently signed the guest book. Good night from Woodbury, MN.