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Technology Stocks : DSSI/DATA Systems & Software -- Ignore unavailable to you. Want to Upgrade?


To: jtechkid who wrote (680)7/23/1998 5:28:00 PM
From: yosi s  Read Replies (1) | Respond to of 1061
 
> if morgernstren can execute on the meter reading business, >

I agree with you JT but that is a big if, and so far no news of contract. no news of financing etc, the only thing was sale of PHD, and that was because they could not make money.
As I am long on the stock and got a huge position. So far Cumer may have been right look where he sold and where the stock is today and what the Dow has done,
Hope that the future is brighter.



To: jtechkid who wrote (680)7/23/1998 6:36:00 PM
From: Creditman  Read Replies (2) | Respond to of 1061
 
JT, Do you think we'll see Tower trade up and therefore bring DSSI up with it? Soon? DSSI owns 25% or Tower and has half the number of shares outstanding. Doesn't this mean that if Tower goes up $1.00, then DSSI should move at least $.50? What are the odds of Tower saying something exciting when they announce earnings next week?



To: jtechkid who wrote (680)7/23/1998 6:55:00 PM
From: Omer Shvili  Read Replies (1) | Respond to of 1061
 
I think DSSI is moving in the right direction. The recent moves were most positive, and I hope DSSI keeps this on with more positive news, and more improvements in the PR field.
Like you, Jtechkid, I would like to see some insider buying. Shmuel Fogel (CEO of DSI) bought some shares of DSI a few weeks ago. I see this as a big positive. However, it would be nice to see more insider buying, from Morgenstern and maybe that new board member as well. It would increase confidence of current shareholders.
I believe Comverge will surprise everybody. Its technology is much better and cheaper than the competition (Itron and Cellnet). Comverge's product has the biggest advantage in markets outside the US, where data transfer over power lines is most important (due to poor cable and telephone infrastructure).
I'm sure a firs full scale contract is just a matter of time, and I believe we'll get one soon enough. With deregulation in the US utility market, a contract with a US utility shouldn't be that far off as well.
With better PR, and several new investors, this stock could move very fast. DSSI needs to get that first contract, and make sure that wall street knows about it. To do this they need a good PR firm on their side. Such a PR firm could also help "introduce" DSSI's new internet subsidiary.
There's work to be done, but the company is moving in the right direction, which is encouraging. At $4 5/16 it's a steal.

Omer