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

To: jtechkid who wrote (873)	2/2/1999 9:03:00 PM
From: Rick Kawala	Read Replies (1) \| Respond to of 1061

> I STILL LOVE DSSI and think at some point it will go through > the roof. DSSI is certainly cheap given their assets, but isn't the game over now that Alydaar is buying DSSI? Best, Rick

To: jtechkid who wrote (873)	2/2/1999 10:13:00 PM
From: Madharry	Read Replies (1) \| Respond to of 1061

Value small caps are just not paying off right now. If you like value look at the following: Deswell(DSWLF) has an excellent thread. The company is based out of Hongkong has around $5 in cash earns around $2-$2.50 pays about $1-$1.30 in dividends (tax free in an IRA) and sells for $12 per share. IIXC is slightly larger-Market cap is $1.2Billion. Has a coast to coast fiber-optic cable. It's competitors Qwest and LVLT have market caps in excess of $10Billion. Better PR? Also IIXC owns 20% of PSIX and that interest in todays prices is worth about $400MM. This market is wacky.

To: jtechkid who wrote (873)	3/5/1999 11:16:00 AM
From: HG	Respond to of 1061

Hi, Jtechkid, I'd be interested in hearing more discussion about what DSSI might do with Tower. I understand that you think that they would love to give TSEMF to its shareholders, but why? Do I understand correctly that an alternate scenario would be paying capital gains tax on the profits from a Tower sale? Wouldn't the company have some interest in doing that? The sizable remaining capital could be used to finance Comverge/ Powercom, etc. I also don't understand completely what the consequences of a Comverge IPO would be--how precisely would DSSI shareholders benefit? Would they be de facto shareholders of Comverge? I agree with your contrarian sentiments about this company. It does seem it will have its day some day. I only hope that a marketwide crisis--which seems increasingly likely either because of Brazil, Japan, the rest of Asia, or the incipient Y2K problem--will not keep that day from its due arrival. All comments welcome. Would love to hear other possible scenarios of how this could unfold. Howard Gordon