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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 (27010)9/24/1998 10:09:00 AM
From: William Brotherson  Respond to of 50264
 
Lazarus,

Excellent and well put forward!!

Thank you, and still here for a long time to come..

wb



To: Lazarus Long who wrote (27010)9/24/1998 10:10:00 AM
From: Howard C.  Respond to of 50264
 
That is a mind boggling report. Your comments and conclusions are right on target. I am PMing you info I have on the CFO situation, which, indeed, remains vacant.



To: Lazarus Long who wrote (27010)9/24/1998 10:15:00 AM
From: Moosie  Respond to of 50264
 
Thankyou Laz, your information and insight is very much appreciated.

Moosie(thinking what a great group of investors this is)



To: Lazarus Long who wrote (27010)9/24/1998 10:15:00 AM
From: The Street  Respond to of 50264
 
Thanks for the report Laz.

Street feeling a little better...



To: Lazarus Long who wrote (27010)9/24/1998 10:19:00 AM
From: Kurt_Ruckus  Respond to of 50264
 
Thanks Laz. eom



To: Lazarus Long who wrote (27010)9/24/1998 10:22:00 AM
From: Ronaldo  Respond to of 50264
 
Laz: thank you for the report
Ron



To: Lazarus Long who wrote (27010)9/24/1998 10:23:00 AM
From: RocketMan  Read Replies (1) | Respond to of 50264
 
Laz, that was the post of the month. Very honest and informative, although it is from a source (Cheryll) that is at best quasi-official. However, the way you described it does have the ring of truth to what she told you. Here are my comments FWIW:

1) I am thoroughly convinced we are not involved in a scam.
I agree, scams are much more competently run :-) Besides, they have too much going all over the world to be a scam, and have been going at it far too long.

2) IP Telephony revenues have been delayed, but it does not mean the death knell for DGIV.
Agree, but delays hurt because it allows the competition more time to get in, and they are much better organized and funded.

3) I am convinced that Jimmy wants to do the right thing... he just may not know how in some cases
Agree.

4) The management infrastructure is not in place to allow Jimmy to do what he does best and back him up while he is gone.
Agree, and have said this for a long time now.

5) It is obvious to me that there are some huge backers of DGIV... people that have access to a lot more information than we about the company's ability to pay debt service and generate income.
Maybe, but I want to see some proof before I would reach this conclusion. The problem I have is that if they have such huge backers, why don't they buy enough shares to keep the price from tanking, to protect their own investment?

6) I am still optimistic about DGIV's long term potential. It just appears that long term may further out than I thought. :-)
I think that is fair, unfortunately, many (most) investors at least wanted to be out of the red before they stuck it out for the long haul. Not many want to be down 50% and more while waiting 6-12 months, and have sold.

7) The 10-SB could be filed anytime if Jimmy decides to do that.
This I don't agree with. I can't imagine he would not have filed it just because of a disagreement with a lawyer, since he must have known what that would do to the stock price. I still think there might be more behind the scenes, that Cheryll might not know about.

Likewise, rumors have been flying around about a reverse merger to get to the NASDAQ. Either of those could happen at any time and cause DGIV's stock price to immediately find a new norm. I have my own opinions on the likelihood of this happening and what the norm might be in each case, but it is pure speculation... everyone needs to think that bit of "what if" through on their own.
I agree, and think that Jimmy is aggressively pursuing this option.

Thanks again for a most informative post.

Since I did my own grading a DGIV's fundamentals last week, I would like to update that on my own scale, if anyone cares:

Technology: 3 (NMSS/Nortel gateways and switches)
Contracts: 1 (too many uncertainties)
Management: 1 (obvious reasons)
Total: 5, down from 6

This could change in a hurry if firm contracts with egypt or germany were announced, and the management problem is within digitcom's hands to change whenever they want. Of course, a merger throws this scale right out the window and starts a new ballgame.



To: Lazarus Long who wrote (27010)9/24/1998 11:09:00 AM
From: E'Lane  Read Replies (1) | Respond to of 50264
 
{{{{{{{{{Laz}}}}}}}}}}

You make me proud baby brother! You have yet to dissappoint! Thank you for your times yesterday and the sacrifice of time this morning to make this information to all of us, not just a few.

Thanks again....

E'Lane...



To: Lazarus Long who wrote (27010)9/24/1998 11:11:00 AM
From: stockman_scott  Read Replies (1) | Respond to of 50264
 
Laz and RocketMan: Thanks for sharing. I agree with your comments and think that we'll learn more soon.

IMHO, DGIV should have been able to get venture capital support for their vision in the IP telephony world. The leading venture capital (VC) firms would have required a solid business plan and a significant portion of the equity to come on board. Yet, the top VC firms can bring incredible expertise, extensive contacts, and significant capital to a new entrepreneurial venture. These firms KNOW how to generate value. When they take a company public (like AMZN, YHOO, CSCO, MSFT, DELL, etc...) they go right to the nasdaq and instantly have institutional support. They will also help build a management team that can handle hyper growth. IMO, DGIV would have been much better off coming to the public market in a different way.

Oh well, lets deal with the current situation. I will continue to hold my shares since I believe in DGIV's great potential. There are some major obstacles that need to be overcome. Many of them have been spelled out by Laz, RocketMan and others. Yet, I believe all of the bad news (and then some) is in the current price. It may be wise for Jimmy Chin to pursue a merger with a nasdaq company that has complementary capabilities. He may have to give up some power and control but he could focus on what he is very good at. This new entity would need a strong Chief Operating Officer and an appropriate infrastructure to support SIGNIFICANT growth in the next decade. DGIV could still be a pioneer but maybe they need to form a major partnership to make their vision come to life.

These are thoughts that are on my mind this morning.

There are other possibilities for DGIV. It could remain independent, do the required filings, create a strategic alliance with a major telecom company, build out the management team and infrastructure, and transition to become a strong nasdaq company.

I'm cautiously optimistic about DGIV's prospects....LONG TERM.

-Scott



To: Lazarus Long who wrote (27010)9/24/1998 11:35:00 AM
From: Texan  Respond to of 50264
 
Thank you Laz,

Your conversation with Cheryl and report provided were very informative. I agree with your ideas and conclusions reached from this conversation. We all appreciate your taking the time to provide this insight.

Sonya, (Still holding long and believing in Jimmy and DGIV.)



To: Lazarus Long who wrote (27010)9/24/1998 1:51:00 PM
From: kybelle  Read Replies (2) | Respond to of 50264
 
{{{{LAZ}}}...

The time, effort, and generosity given by you, Rocketman, Byron, Macker, Mr. D and the rest of the DGIV "FAMILY" never ceases to amaze me....THANK YOU ALL SO MUCH....i would be the first to admit that I couldn't have held on this long without your support....

I have printed out the posts of you and RM just in case I need a booster between now and when dgiv finally takes off...may even put them under my pillow to stave off unthinkable thoughts......

Best to everyone.....

Pat....trying to think only Positive and Realistic thoughts...

P.S. wondering how many vacant stewardess positions there are....
not too many I h ope...



To: Lazarus Long who wrote (27010)9/24/1998 7:22:00 PM
From: Tri Bui  Read Replies (1) | Respond to of 50264
 
THANK YOU-THANK YOU-THANK YOU LAZ

Thanks for spending your precious time, effort with US.

Tri
Wondering if E is still smiling for having a twin like LAZ.<GG>