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Technology Stocks : California Amplifier - 2
CAMP 2.930-16.5%Nov 21 9:30 AM EST

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To: jmanvegas who wrote (1663)6/12/1999 8:47:00 PM
From: Hiram Walker  Read Replies (2) of 2267
 
jmanvegas, in the antenna arena most of the competitors have gone out of business with the Wireless cable collapse,except for Conifer. In the MMDS arena,look at Spike,ADAP,DMIC,to name a few decent companies. In the Satellite Arena,the big dog is Hughes. I posted a good article a while back breaking down all the competition,those are the companies I am watching. The other one is LUcy,they are funding the equipment buying of their products to WCII and ARTT. I personally have a dislike for LUcy,so don't ask me about them,I am not objective. I think NT is gonna bury them,and I am glad. NT also is in the arena. But CAMP dominated the Wireless cable infrastucture for many years,and I hope they can do the same with wireless MMDS 2-way. They have one of two installations in the US,namely Videotron's IWave(something like that)in San Francisco. The other 2-way MMDS is People's Choice SpeedChoice in Phoenix. Both are being acquired by Sprint. As soon as the FCC clears 2-way and these purchases,Sprint is going to be buying a ton of equipment.
I expect that to be in the fourth quarter of this year.
Hiram
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