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Technology Stocks : Wavecom (WVCM)

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To: w0z who started this subject12/4/2002 11:03:54 AM
From: w0z   of 14
 
Detailed 13 page .pdf report but bottom line is:

Stock Net: We met with Wavecom management last week to discuss our concerns regarding customer progression and WVCM’s relationship with TCL. We also had further discussions with our Chinese contacts and WVCM customers. Following analysis of these inputs we feel incrementally more confident that Wavecom will meet our estimates for the quarter and full year."

research.soundview.com
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