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Technology Stocks : Spectrian Co. (SPCT)

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To: Frank Byers who wrote (1)1/24/1997 10:09:00 PM
From: Thomas C. White   of 738
 
I've been long in SPCT since forever. Once in awhile I sweep off the cobwebs.

FYI, DLJ has coverage with market perform rating, I don't know if they will change this with the earnings announcement. At least they are not losing money this Q. FYI, I believe they are also supplying to Omnipoint directly, so with buildouts going forward maybe the stock will finally show some pizazz this year.

Actually I was sort of hoping that NT or Qualcomm would simply buy them once they started ramping up production for PCS networks. I don't know how effective the poison pill provision is against this.

PS, I am leaving for Asia next week so I can't answer replies for awhile.
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