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Technology Stocks : DSSI/DATA Systems & Software -- Ignore unavailable to you. Want to Upgrade?

To: jtechkid who wrote (538)4/3/1998 10:53:00 AM
From: Creditman  Respond to of 1061
 
JT ...If you had some money (you must have a bunch as well as you call the market!) which would you buy; DSSI or Tower? I've heard some smart folks say "only have DSSI becuase it owns Tower +. So you get two, two two stocks for one." Buy that JT?

I have both. I like both for their own reasons ..TSEMF new products, the new fab, great management, lots of value and cash per share. DSSI has Comverge, PHD and of course the interest in Tower and a very low price. I own them in equal numbers. But what would you do?



To: jtechkid who wrote (538)4/3/1998 11:06:00 AM
From: Madharry  Read Replies (1) | Respond to of 1061
 
what is your basis for your time estimates? I have seen trials end in other situations without a determination being made. There is nothing to indicate that trials won't be done on other measuring devices. I am long dssi and would like your prophecy to become true. But I don't think we should set up people for a dissapointment based on a hunch so please please clarify your reasoning. Thanks


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