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Technology Stocks : Dialogic ready to soar, funds buying -- Ignore unavailable to you. Want to Upgrade?

To: Bradley W. Price who wrote (537)	4/8/1998 12:07:00 AM
From: J L Segal	Read Replies (2) \| Respond to of 674

Bradley, investors may have decided they were a bit too quick to sell. Today's bounce may have been at least partially due to Piper Jaffrey's positive comments on DLGC today. I don't have the details, but they do have an "Aggressive Buy" on the stock. FWIW, I believe DLGC's recent weakness has been due to following reasons: 1. In sympathy with NMSS: NMSS prewarned late last week and it's stock took a huge dive. (could the disappointment be due to DLGC gaining market share against NMSS?) 2. Insiders have been selling DLGC fairly recently, when DLGC was around $45. (could they be merely exercising their stock options & selling in order to raise cash to pay their taxes?) 3. Investor jitters over 1st Q earnings: Remember, it was exactly a year ago that DLGC prewarned and the stock price did a free fall. (The NMSS prewarning may have been a reminder of this event) IMHO, considering that it is now highly unlikely that DLGC will prewarn (too late in the season), this could prove to be a great buying opportunity. Also, don't forget that one of the new mgt's goals is to improve DLGC's relationship within the investment community. Remember how (under previous mgt) DLGC was developing a reputation for providing poor quarter to quarter guidance. Earnings were lumpy. JL