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Technology Stocks : Alcatel (ALA) and France -- Ignore unavailable to you. Want to Upgrade?

To: Milkman who wrote (467)	3/3/1999 8:19:00 AM
From: Steve Becker	Read Replies (3) \| Respond to of 3891

Yea, ALA 12% up in Paris! I'm also trying to come up with a list. Since we know that Tchuruk's plan is to go after a remote access equipment provider in the 200-300 million dollar range we have to eliminate FORE, DLGC and ADCT. When I searched for tickers of companies mentioned I couldn't find Redstone Communications or Assured Access mentioned in the PCWeek article nor eFUSION, Castle Networks and Netwave that Gene mentions. Perhaps they all are privately owned? Below I pasted the profiles from Yahoo of a few publicly traded that are in the general area. But since I don't know the terms in the communication field so I'm not sure which ones are remote access equipment providers unless they explicitly say. To me it looks like DGII (6 13/16) would be a good contender. DGII market cap is $100M, and it is a hair above book value. I want to pull WSTL and WAXS from the original list because I don't think either are in the remote access area. I think I'll have to walk away from WSTL with my 20% loss and put that money in one from the list we come up with. Input please! Digi International provides data communications hardware and software that delivers seamless connectivity solutions for open systems, server-based remote access, Internet telephony, and local area network markets. For the fiscal year ended 9/30/98, net sales rose 10% to $182.9 million. Net loss rose 43% to $22.7 million. Revenues reflect higher sales to the distribution markets. Net loss reflects the inclusion of a $39.2 million acquired in-process research and development charge. DLGC designs, manufactures and markets hardware and software signal computing components for computer telephony systems. For the nine months ended 9/98, revenues increased 14% to $215.6 million. Net income totalled $29.6 million, up from $14.4 million. Revenues benefitted from increased sales in International markets and North America, and the Company's continuation to release commercial production of its new products. Earnings reflect a $14 million after-tax gain on the sale of a subsidiary. PAIR provides telecommunications products based on high-speed Digital Subscriber Line technology, which allow high-speed digital service over copper wires. For the nine months ended 9/98, total revenues increased 7% to $222.4 million. Net income rose 3% to $35.9 million. Revenues reflect increased unit sales of the Company's T1/E1 access products. Net income was partially offset by increased operating and S/G/A expenses due to the addition of personnel. Westell Technologies designs, manufactures, markets and services a range of digital and analog products used by telcos to deliver services primarily over existing copper telephone wires that connect end users to a telco's central office. For the nine months ended 12/31/98, revenues rose 10% to $69.1 million. Net loss totaled $26.5 million, up from $7.6 million. Results reflect an increase in teleconference call minutes, offset by the absence of a $12 million merger break-up fee. IDC develops and licenses advanced digital wireless telecommunications systems using proprietary technologies for voice and data communications. For the nine months ended 9/98, revenues rose 30% to $61.4 million. Net income applicable to Common totalled $19.2 million vs. a loss of $22.6 million. Revenues reflect increased licensings due to a change in the business model away from product sales in favor of patent licensings. Earnings also reflect higher margins due to the new model. World Access, Inc. provides international long distance voice and data services and proprietary network equipment to the global telecommunications markets. For the nine months ended 9/30/98, total revenues rose 91% to $137.1 million. Net loss totalled $35.3 million vs. income of $10.4 million. Revenues benefited from the acquisitions of NACT, ATI and Galaxy. Loss reflects a $50 million charge for in-process R&D and a $3.2 million special charge related to a consolidation program. (Above profiles from biz.yahoo.com Steve