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Technology Stocks : DTSI -- Datron Systems, Inc. (NasdaqNM:DTSI)

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To: Top Jim who wrote (7)2/8/2000 7:28:00 AM
From: DougB   of 9
 
"Not only can they enable a broadband wireless 2-way link to a vehicle or boat"

The PR that launched this stock failed to mention that the uplink part of the 2-way link you refer to was done with a cell phone. I really don't think there are that many potential customers who want to put a $3200, 3 foot diameter dome on the top of their vehicle, only to establish a cell phone connection each time they want to send out a packet.

"but they can also hit a stationary object like a house. What could this do to the DSL and Cable Modem markets"

DirecPC is available today, and has not put much of a dent in these markets.

It does look like this stock was a bit under-apprecaited in the past, but it also looks a bit over-apprecaited at the moment.

Best of Luck,

db
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