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


To: Lazarus Long who wrote (17803)7/11/1998 1:16:00 PM
From: bullmarket  Respond to of 50264
 
Very good reminder LL-it is nice for old and new investors alike to "remind" ourselves every so often why we believe so strongly in DGIV and why we choose to invest in it in the first place.

As the uncertainties get resolved, the price will move up accordingly.



To: Lazarus Long who wrote (17803)7/11/1998 2:50:00 PM
From: paulmcg0  Read Replies (1) | Respond to of 50264
 
Without an audited financial report, there's simply no way of knowing the financial state of a company. Here a couple of points:

* Contracts can be announced, but in the course of business, the full value of the contract may not be received. Contracts routinely call for lopping off parts of the contract due to failure of one party or the other. Also, there are conditional parts, such as "Company X agrees to sell #### of widgets to Company Y, on the condition that Company Y obtains adequate financing to purchase the widgets."

* How much profit a company makes on its contracts will only be known in its financial reports. You have all kinds of things that could go wrong: under estimated R&D costs, unanticipated legal costs, dependence on unreliable suppliers, etc.

* Your multipliers of 20 and 50 are suspicious, particularly given the source, a paid promoter for DGIV. That brings up an important question: Why does DGIV need paid promoters for its stock? Digitcom has used at least 3 paid promoters to push its stock - Leibman & Oesch, Liberty Capital, and now, World Vision. If the company was so great, wouldn't big brokerages in the technology field, like Alex Brown & Co., be beating down their doors trying to get the business?

Paul M.



To: Lazarus Long who wrote (17803)7/11/1998 5:21:00 PM
From: CWolf  Read Replies (1) | Respond to of 50264
 
Lazarus,
I can see you're bucking for the Guest of Honor seat at tonight's party... and by gum, you got it!! Hands down. <g>

I find no fault in your assumptions or your calculations. Most, if not all, of what you have outlined here has been verified and reverified by any number of our DGIV crewmates. I think it's important to keep this type of information at the forefront of our thinking. With it, I can each apply my own logic, assumptions, calculations, and smarts to arrive at a conclusion... which is that, IN MY OPINION, I have made a pretty solid investment in a company that's at the forefront of the telephony revolution.

Great post and great reminder.

See you tonight at 9.
Chuck (wondering what to wear to the shindig...)



To: Lazarus Long who wrote (17803)7/12/1998 8:26:00 AM
From: RocketMan  Read Replies (1) | Respond to of 50264
 
Good calculations, Laz. DGIV is still at a stage where such calculations can be made, because it has not had the runup that internet companies have made. I suspect that once we go NASDAQ, we will be in the category that Buffet would say can not be evaluated. Won't that be nice? :-)