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

To: Steve Fancy who wrote (4109)	4/28/1998 7:47:00 AM
From: Yeadon	Respond to of 4429

To say that conditions will improve in 2nd half is not very reassuring, given the dismal Q1. A loss of 20c would technically be an improvement. Let us hope the rev shortfall is due to their moving rev to Q2 as they could meet the dismal -25c with lower revs. I hope someone at the conf call asks about revs at Cellcore and when it will be profitable. Lastly, the 2nd half has both promise and danger. DSC is supposed to have the smaller Litespan then to compete with AFCI's product while AFCI is supposed to have by then a much larger unit to compete directly with DSC's Litespan. Given the loss this Q and likely loss next Q, it is very likely DSC will have a loss for the year. Expect numbers for 1999 to come down to around 50c. Only speculation of takeover keeps stock at these levels Yeadon