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

To: J L Segal who wrote (560)	6/20/1998 3:31:00 PM
From: Guaranteed	Respond to of 674

Forget about Ericsson- they want distribution of their products in the US .In their mind , they have killer products for North America. Bits and pieces guys like DLGC won't do it for them - they have it all figured out - hardeeharhar.

To: J L Segal who wrote (560)	6/22/1998 9:20:00 AM
From: GM	Respond to of 674

I appreciate the commentary. Let's see what happens on July 13th. Long term we are invested in the CTI Leader. Regards...

To: J L Segal who wrote (560)	6/24/1998 9:50:00 AM
From: GM	Respond to of 674

Well we saw 30 yesterday. Nice late afternoon surge on about 15K shares. My short term Target is 35-38 before earnings are released. Regards...

To: J L Segal who wrote (560)	6/24/1998 6:01:00 PM
From: David R	Read Replies (1) \| Respond to of 674

There is one issue that has not been discussed much. DLGC will be facing increasing downward pricing pressure on their products. Case in point, the Antares board, when introduced offered great DSP for high volume TTS and SR. I worked for the company that provided the TTS SW for the board. But today, you can get CPU based TTS for a fraction of the cost of Antares. Likewise, SR is moving to the CPU. Our newest product started out with Antares/Diva support as a requirement. But, in just a year, increasing CPU hp (along with the low cost of SMP) has eliminated that requirement. With regards to CT, the industry is converging on TAPI 3 as the defacto CT standard to which apps will be written. Dialogic and NMSS will face increasing competition from low cost upstarts, as T1, E1, and POTS boards head towards commodity items (like networking boards). Once the proprietary API's are gone (as they will), board prices will begin a free fall. NMSS is expecting T1 to be < $1000 per span. Figure that into Dialogic's forward looking revenues. DM3 is a fine product line, but I hope DLGC is prepared to live off of shrinking margins over the next few years.