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Microcap & Penny Stocks : DGIV-A-HOLICS...FAMILY CHIT CHAT ONLY!! -- Ignore unavailable to you. Want to Upgrade?


To: ayahuasca who wrote (7083)5/19/1998 1:49:00 PM
From: MARK C.  Respond to of 50264
 
Mark , The Russian deal is for minutes and the Louis deal is for $1,000,000 per month in calls to the US. Also would like to point out that there is no way you will call long distance overseas anywhere or from anywhere overseas to the US for .05 per minute. A company called TELCO CHOICE10297 @ 4219 Lafayette Center Drive, Chantilly, VA 20151-1209 offers international rates as follows::: to Argentina $ .69 Brazil $ .62 Columbia $ .67 France $ .30 Germany $ .30 India $ 1.12 Italy $ .35 Mexico City $.54 Saudi Arabia $1.09 United Kingdom $ .12 and these rates are between 37%- 86% cheaper than AT&T. Now you can start doing some math and figure out the profitability of DGIV. MARK C.



To: ayahuasca who wrote (7083)5/19/1998 2:13:00 PM
From: MARK BARGER  Read Replies (2) | Respond to of 50264
 
Hi Mark Jordan.

I, like you, am a big DGIV fan. DGIV is in the right place at the right time to make some nice money in the coming years. I have picked up shares at various prices in the last several weeks. DGIV occupies a comfortable percentage of my portfolio.

I have seen so many numbers flying around and DGVI has made so many acquisitions in the last couple of months that it has been understandably difficult to project an honest estimate of revenues for 1998. Roger Templeton, DGIV V.P. of Communications, is a very pleasant, knowledgable man. Several times I have spoken to him to try to figure out some financial estimates for the upcoming years. To his credit, he was reluctant to give me any real "ballpark" figures much less any think with any meat. DGIV is at an exciting transition period where they are signing numerous deals and moving from hardware
and software sales to more "line-based" revenues. I'm sure Jimmy and Co. have profit margin goals and an idea of what kind of revenues these deals will generate, but up until now Roger has been very closed mouth about giving out specific numbers.

Well, today I spoke with Roger to see if I would have any more luck and here's what I got. Apparently Bob Cummings, company president, (apparently the financial guy) gave Roger some numbers we could chew on. For 1999, DGIV is looking for ballpark revenues in the $70-100 range. Roger said to use the industry average for a profit margin estimate (what, 20%). He would not comment on '98 revenues as they are not quite sure how quickly these new ventures will ramp up. My own guess is around $30-40 mil.

By the way, the number of outstanding shares is around 16,000,000.

I come up with around .66/ share earnings for 1999.
(assuming 30% tax rate)
50 P/E gives you $33 a share.

The stock looks like a helluva deal right now. Nasdaq applications will give us a boost. But, the big money has to see some financial projections they can sink their teeth into, and I think DGIV's are shaping up nicely.

I welcome all comments.

Mark



To: ayahuasca who wrote (7083)5/19/1998 3:47:00 PM
From: LAWRENCE C.  Respond to of 50264
 
Mark, Have the fundamentals changed? Yes, they keep improving with more contracts.
I've bought at 6 1/16, 8 and 6 1/2 on the dip. It is hard to estimate the value of the contracts and future revenues. A couple of people have given their estimates including Byron.
Sometimes the hardest thing is to be patient.

My conservative estimate is an average 10% gain per month from price of 6.5. So that would be prices of about 7.15 by June 19th, 7.8 by July 19th, 8.65 by August 19th. And many of us believe the average gain will be a lot higher. Even a 10% gain a month would give us a 120% annual gain. Compare that to how other stocks you own have performed.

Yes, there is risk with DGIV as with any stock. Actually our 20 day chart shows DGIV still up +14% versus GE down -4%. And for 30 day chart DGIV is up +73%. How has DGIV performed compared to other stocks you own over the last 30 days?

DGIV intends to file for NASDAQ listing. It will take awhile after the filing.
As the revenues and earnings reports come in for the 2nd, 3rd and 4th quarters, investors will have a better idea of what to expect.
Lucky Lawrence