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

To: Yeadon who wrote (4135)	5/4/1998 2:34:00 PM
From: Steve Fancy	Respond to of 4429

Yeadon, I agree with your sentiment on credibility. I was involved with another company with this problem...Novell. It takes a long time to repair credibility damage. I believe what's holding the stock up is largely the thought of new management...SOON, and some large signed contracts that are apparently slow to materialize. I don't understand your comment regarding Donald looking over a replacements shoulder. It ain't over till it's over, but when it's over, it's over...right? Don't quote me on the source, but my broker told me that the last Dick Davis Digest(?) called DIGI a buy to 18. I didn't read it, but from what I understand they said that one of the Bell contracts should lift the stock later this year. sf

To: Yeadon who wrote (4135)	5/5/1998 2:25:00 AM
From: Yeadon	Read Replies (2) \| Respond to of 4429

I wrote earlier today that I would not be surprised if someone ended up providing an estimate lower than 60c for FY 1999 as listed in Zacks. Well, I just checked Yahoo and they have the low estimate for FY 1999 as 40c!!! Yikes. I hope that is a misprint. DSC is fast becoming a year 2000 stock. Unfortunately, while that usually means high profits now for companies involved in providing solutions to the problem, for DSC it means that 2000 may be the first time they see a significant profit. With estimates like 40c or 60c for 1999, DSC cannot be trading at this level on fundamentals, but on the belief that someone will buy them out. Unfortunately, given the Q1 disaster and poor returns expected for 1999, a buyout would likely only bring $20-$25 now. Without buyout speculation, the stock would be 12-14, at best. At the same time, the short-term chart really does not look that bad. Yeadon