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Microcap & Penny Stocks : DCI Telecommunications - DCTC Today -- Ignore unavailable to you. Want to Upgrade?

To: Parker Benchley who wrote (9127)	10/8/1998 9:47:00 PM
From: Jumpin Joe	Read Replies (1) \| Respond to of 19331

George, When a stock takes a dive like DCTC has recently, I think we all begin to wonder about "what bit of information am I missing that everyone else knows about". It's normal human nature. However, I think DCTC has responded publicly to its stock price and has made positive public statements as to its future success. In the Sept. 4 press release DCTC management stated that "they know of no fundamental reason why the stock price has been under pressure other than overall market conditions". Later on Sept. 23 they followed up with a statement which included the following: - 2nd Q sales 60-70% higher than 1st Q. - Gross margins up to 16.5% from 14.6%. - Announced the new $48 million contract for Edge. - Hinted at buying back shares via a ESOP program. IMHO, those two press releases clearly define management's opinion of the companies current state of affairs. It is also important to remember that DCTC management holds many more shares than most of us. One has to trust that they want the company to succeed as much or more than we do. When the stock world seems upside down, I always try to step back and put things into perspective. One example is as follows. DCTC's current market cap is about $14-15 million. It was only a year ago that they sold a small contract to SMTK for about $9 million. One has to ask the question, with all of the new contracts, acquisitions/JVs, increased revenues, improved margins etc... is DCTC worth more than $15 million dollars? Is the stock price out of sync with the fundamental value? How one answers those questions determines whether one stays in or bails out. My gut feeling about the odd nature of the way the stock has been acting negatively to a lot of positive news tells me that "something smells a little fishy here" but I don't believe it is the company that "stinks". Good luck to all, JJ

To: Parker Benchley who wrote (9127)	10/8/1998 9:52:00 PM
From: James Harold Alton	Read Replies (2) \| Respond to of 19331

George, I believe that your reactions and feelings are quite normal and exactly the ones that a shorter would be hoping for. If the shorter can get us to sell, he wins after all. I can honestly tell you that with all of the rocks I have turned over, that I have not found a reason to be worried about the company or our management. I would think that if there was something serious to be worried about, that with all of the suspicions and concerns that someone would have dug something up by now..but nothing, I just don't think at this time that our stock drop is tied to DCI. I for one will be very curious to find out who is behind our short and what their motives are. As to being down 50%, 60% or whatever, I just feel that this stock is so cheap now that I just don't even think about selling as an option anymore, so it just doesn't tend to worry me anymore. The time to have made a move was back when we could have gotten 4X as much, we didn't sell then, so why even consider it now?? If you know of any reasons that can justify the drop in our stock price to these levels (or others) then lets discuss them. Heck, I think that on 21.5 million shares, just Cyberfax is worth what we are trading at now. (G) (take a moment to cruise the Cyberfax website, some great info there!) Just our travel agency has more revenues than some other stocks trading in this range with similar numbers of shares out. I say, let the shorters take us as low as they want and what will happen IMO is that the ones that believe in this stock will OWN the float..then let the rascals try and cover. (G) Joe Murphy once said on this BB, that he would "burn the shorts", I believe he just might get a really good chance to make good on that one.. we shall see. James

To: Parker Benchley who wrote (9127)	10/8/1998 10:17:00 PM
From: STEVE SAMEULS	Read Replies (2) \| Respond to of 19331

George I feel your pain all too sharply! I have 3rd degree burns from other penny's which I loaded up on because the FA was so overwhelmingly shouting "this stock is undervalued." I often think back to that experience and say to myself: if it sounds too good to be true, it probably isn't true. But this stock differs in that the results are audited, and the management doesn't lie. The only thing I have experienced is delays in selling the company. Therefore, I can only conclude that it is truely undervalued. My only skeptisim is why aren't savvy investor types that Joe must know lining up to take advantage? Why isn't Joe and others close to insiders loading up? Why don't we see Yahoo insider buys on the open market with their disposable income. There must be some insiders with some spare cash that they could use to buy? I am looking in coaches for spare change to take advantage of the 1000% return. The banking people looking at the $100MM financing options should be buying. Maybe they are? I am.