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Technology Stocks : California Amplifier - 2
CAMP 3.670+7.6%Nov 26 3:59 PM EST

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To: Master (Hijacked) who wrote ()9/10/1999 11:07:00 AM
From: a.m. fisher  Read Replies (1) of 2267
 
Why the stock is dropping:

Drop in margins?
Increase in accounts receivables that will result in "significant higher costs - but not overwhelming ... not operating efficiently in the short term to meet demands ... expecting to normalize in October?"
Cut in profits expected for next quarter due to building out of facilities to meet demand?

Sturm sounded good on the CC ... their customers, which include Echostar and DirecTV, are also growing.

I will buy more during slide ...
A.M.
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