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Technology Stocks : p-com (pcms)

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To: lazarre who wrote (1204)	12/15/1999 9:35:00 PM
From: Brian Malloy	Read Replies (2) of 1461

I'm just trying to stay conservative in my view. I don't like to hype. But for the reason you speak, I entered pcms last week in a major way. The upside and leverage available for funds put into this company was/is huge. In fact, I think we are well into the wireless land grab. It was the FCC auctions in '97 and my research of the companies back then that led me to WCII. I think we both realize that as the big boys scramble for a seat at the table, the value of pcms though not recognized as first tier will increase. "A rising tide lifts all ships in the harbor." PCMS could reasonably vault to the $30 -$50 level or even more. Regards,

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