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Technology Stocks : p-com (pcms)

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To: Brian Malloy who wrote (1205)12/16/1999 7:35:00 AM
From: lazarre   of 1461
 
Thanks for your reply, Brian. What clinched it for me was the steady stream of contract announcements beginning in October, totaling $25 million bucks....is the street sleeping here? In addition, the initial purchase order from Siemens in September to deploy $1M in PMP equipment validated, in my non-techie mind at least, the value of PCOM's technology and support structure. Useful to remember here, as well, the Winstar connection with that deal.

Yeah, 30 to 50 is where I'm at, as well, but only if we see the same pace of contracts that began last quarter.

L
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