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

To: GM who wrote (559)	6/19/1998 10:56:00 AM
From: J L Segal	Read Replies (4) \| Respond to of 674

GM, I agree totally. DLGC is now trading with a P/E of less than 15. -Their growth rate is currently around the 25% - 30% level, and will probably get higher as CTI takes off. -DLGC's fundamentals are sound. -Insiders have recently bought DLGC at a price much higher than current levels - in the mid 30's -New mgt. has developed much better relations with the investment community, giving clear and confirmed guidance (something that previously made analysts nervous about DLGC Q to Q) -I suspect that DLGC has sold off in sympathy to NMSS's recent problems. NMSS is losing one of their largest customers (due to a buy out), and they have much more exposure to Asia. - On the contrary, DLGC has had strong growth in Europe, more than making up for weakness in Asia, and their customer base is well diversified. This earnings report will be interesting. JL