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

To: Secret_Agent_Man who wrote (25380)	9/10/1998 11:30:00 AM
From: bullmarket	Read Replies (2) \| Respond to of 50264

check out nmss announcement this AM! they will be in northern california with their business partners in early october. There will be heavyweights there (alex brown, H&Q). Jeff pulver will be there also. As a partner of nmss, DGIV would probably be there. Think of the exposure DGIV is getting. NYC then SF in a space of 2 weeks!!!!

To: Secret_Agent_Man who wrote (25380)	9/10/1998 11:34:00 AM
From: MARK BARGER	Read Replies (1) \| Respond to of 50264

Hi Byron. My point is that company management know that one of the things holding back the share price is the legimacy that comes when a company opens up it's books by releasing audited financials. DGIV management has told it's shareholders that really soon that they will file these numbers with the SEC. How the market responds to these numbers, I am not sure. I agree with others that it is about time that DGIV releases revenue projections with contracts. Until potential investors see numbers, be them 10-sb or contract revenues, we are destined to languish. IMO we will see numbers within the next 10 days. Mark

To: Secret_Agent_Man who wrote (25380)	9/10/1998 12:20:00 PM
From: Lazarus Long	Read Replies (2) \| Respond to of 50264

Good Morning Byron! I think you bring up an excellent point... >>so if we get the 10SB and the stock does not go racing up, then what will folks want or do?<< I for one, do not expect much more than a "pop" (how big? I don't have a clue) from the 10-SB filing. I expect the pop because people will be able to see a lot more of those fundamentals that bullmarket (and others) keeps talking about. The great value will be the ability to analyze the infrastructure of the company: what is its source of financing?, what is its debt structure?, where are the sources of expected revenue?, what is the margin on revenue?, etc. I do not expect that the financial results from the 1st and 2nd quarters will be greatly different than the results from last year. The contracts that I have seen announced this year aren't even supposed to kick in until the 3rd quarter. In fact, we may see a decline in earnings because of the expense associated with gaining the contracts expended in Q1 and Q2 without revenue generation until Q3. Now, once the 10-SB is filed, should we expect to see contract numbers in the press releases? I haven't seen this done much in the companies in which I've invested before... there may be a tidbit in the contract announcement, they may even give guaranteed revenue figures, but certainly not enough information to do a full analysis. No, companies tend to make us work an awful lot harder to understand the individual situations. Does it make sense to release the full set of contract details for any given situation? Not usually (in my experience). Why? It causes both parties to lose a competitive edge. It may provide information enough for competitors to underbid additional service or even underbid Digitcom once the contract runs out. An entry level deal (one that barely shows a profit) may be used against Digitcom in negotiations with other customers if details are released. There are a number of additional reasons that things like rate structures and expected earnings from any given contract are not released. No, the importance of the 10-SB, in my mind is that it will drive a stake in the ground and say: this is what DGIV looks like today. The stake we are using now is almost 3Q's old and has incomplete information. Furthermore, the 10-SB is an important step toward becoming NASDAQ listed and removing DGIV from the OTC ballpark. The OTC is not an efficient market and the sooner we leave it, the better off everyone who is an investor in DGIV is. Lazarus, JMHO.