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Technology Stocks : Discreet Logic (DSLGF) - It is a good buy NOW! -- Ignore unavailable to you. Want to Upgrade?

To: Trader Dave who wrote (787)	5/14/1998 2:51:00 PM
From: Sultan	Read Replies (1) \| Respond to of 996

Canadian tech cos. do work and pay off handsomely, including this one. It all depends on the timing. But I do agree, they give the impression of being a bit reckless at times (I don't want to argue the point whether it is deserved or not). If they deliver the numbers, people will treat the trait as aggressive but if they fail of course some of the moves might be questioned. One other concern might be that the CEO is involved with another co. and diverted in his focus. I thought however that it was in the past and since DSLGF plunged to 3 in 1996, that has been rectified.

To: Trader Dave who wrote (787)	5/14/1998 3:30:00 PM
From: Ming	Read Replies (1) \| Respond to of 996

Intel certainly didn't make an equity investment in this company for nothing. Then again, it is a small one(under 100 million). Nonetheless, INTC is looking for new areas to increase its growth, which is virtually zero right now, and it seems that DSLGF has the market clout and growth potential they're looking for. The widespread use of special effects are obvious to anyone who watches TV and goes to the movies on a regular basis. This company has managed to successfully(up to now) engineer a turnaround without outside assistance, which few management teams can boast of being able to do (ex: Chrysler got billions from the government). I agree that a communication is an essential management skill, but I prefer companies that can deliver results instead of just using talk to drive the stock price up. In the long run, companies in the first category tend to outperform everyone else, and I believe that DSLGF is one of those companies. The stock might not have touched a bottom just yet, but I feel that this is a decent opportunity to accumulate shares at a cheap price. By the time next quarter's earnings come out, this one will be a lot higher than what it is now. Regards, Ming P.S. One analyst, according to Zacks, downgraded the stock to hold/neutral. Consensus earnings for the next 2 years were also slashed. This, in my mind, is bullish for DSLGF and highly indicative of the herd mentality that permeates Wall Street these days. Watch them upgrade the stock when it reports strong earnings in the next few quarters.