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   Technology StocksDSSI/DATA Systems & Software


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To: Madharry who wrote (1018)1/19/2000 11:56:00 PM
From: jtechkid
   of 1061
 
jeff. according to your 1000 posts you sold at 2.5 and because of the convertible your were going to buy back at 1.5 because of dilution. if thats the truth you missed the ride up. i mean you bad mouth the company at 2.5 but now like the company at 5. thats the problem with chatrooms people like you are full of it. always like the company and its having its day to bad you sold at 2.5

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To: jtechkid who wrote (1019)1/20/2000 7:59:00 AM
From: jtech
   of 1061
 
jtech, that post was over 2 months ago, and I still dont understand why they issued the convertable when they knew tsemf was being sold.I did miss some of the ride, but I do like them a lot better @ 5 than I did @ 2.5.

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To: jtech who wrote (1020)1/20/2000 9:16:00 AM
From: yosi s
   of 1061
 
You got to understand what is going on.

DSSI owned TSEMF via Tower holding.
Since it could not sell it directly, the banks will not give it the buying leverage it was worth.
DSSI took private DSI Israel, bought SCF division, continued R&D all in a down turn of the market.
So it may have needed some cash.
Now what would you do. Take a chance that you may run short on cash and get caught in a bind.
Or take a small amount of money with what the market can give at the moment.
Now you can proceede with your business plan, not worring that your cash will run out.
Long term it is great.
Small companies biggest problem is cash.
Now DSSI got cash.
The market sees that.

Now wait until the story gets around.

I too hoped that DSSI will sell TSEMF at above 13$. or over 20$.
But you can not move forward if you only look at the rear view mirror.

Feb Deals closes.
DSI Israel reorganises.
Comverge. 3 units merge into one unit......
DSI Israel growing
Comverge Growing
Databit Growing.

Cinnetics, will have its day as well....

Now you got cash to move it along.

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To: yosi s who wrote (1021)2/27/2000 2:29:00 PM
From: Ben Wa
   of 1061
 
they had no choice but to sell Tower. Look at September 10-Q. Current Liabilities bigger than current assets. That means trouble. Operating eps negative. So now they sold Tower, gives them breathing room to figure out what to do. Meter Reading technology is an old story used by half a dozen companies. Load sharing technology from what I can see has no recurring revenue component. They had a press release when they got a contract for a dinky $1.3 million contract on Jan 13. That will maybe cover the cost phone calls that set up the deal. This company ain't setting the world on fire.

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To: Ben Wa who wrote (1022)2/27/2000 9:08:00 PM
From: yosi s
   of 1061
 
A dinky 1.3 Million contract here. another one there .
Just like the men said . it adds up.
As to their filling look closly. They had TSEMF on the book at 13$/share, though they got TSEMF for free.
So on the books they show a loss.
Take out R&D for Comverge and they make money.
DSSI is about to go to + cash flow and profitability.

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To: yosi s who wrote (1023)2/28/2000 3:08:00 PM
From: Madharry
   of 1061
 
Good luck guys. DSSI has been a learning experience for me. One I prefer not to repeat. It taught me that poor management is very difficult to overcome even when the assets appear to give a margin of safety.

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To: p. k. harris who wrote ()4/6/2000 12:59:00 AM
From: jtech
   of 1061
 
DSSI is fresh off the earnings report. The stock has hit $7+
Cash is close to stock price (4).
If Morganstien croaked tomorrow I'ld mortgage the house and put all my eggs in this basket,but with the fox loose in the henhouse its anyones call.
Ive bought it ,shorted it and just really been dumfounded by it.
It really looks like 4 is the low and Ive been buying it again.
Jesus help poor fools like me.

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To: jtech who wrote (1025)4/7/2000 8:50:00 AM
From: yosi s
   of 1061
 
DSSI is doing very well.
1. Comverge went from 0 sales to 5 million in 99 over 3 in Q4 99. So far they have contracts for over 30 millions in the next 2 years. over 15 millions for 2000.
They have more than 8 months to go. so 20 millions is a very conservative for sales for this year.
If you noticed TSEM tax liability was paid in 99.
It is of the books. So in 2000 they got cash, and + cash flow and growing revenues that are accelerating.
That is my view of things
good luck.
PS. and that is with minimal AMR.

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To: yosi s who wrote (1026)5/15/2000 8:23:00 PM
From: jtech
   of 1061
 
Earnings out and they look very good to me!
Has the time finally come?
Dont let the balance sheet fool you, thats after taxes were paid!!

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To: jtech who wrote (1027)5/25/2000 10:29:00 PM
From: jtech
   of 1061
 
Charlie, where are you?

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