Who's buy list is CAMP on?? NT, Lu, CSCO? they should be on a few of them.
Camp has 3 fantastic business growing like crazy and the whole company has only a 500 million mkt cap!!!
California Amplifier {CAMP}
California Amplifier designs and manufactures microwave products used in the reception of video transmitted from satellites or wireless ground
units.
The company also makes antennas used in global positioning systems. CAMP operates under three business units: The satellite unit
provides subscriber components such as amplifiers, down-converters, and antennas for Direct Broadcast Satellite, (DBS) and Direct to Home
(DTH) transmissions as well as products for C and Ku band applications. The wireless unit engages the multichannel multipoint distribution
service
(MMDS), and MMDS-based wireless cable industry and broadband encryption technology industry. Lastly, the voice and data unit offers
telecommunications services like voice and networking. Micropulse is a subsidiary of CAMP that designs and manufactures components for
use in
Global Positioning System (GPS) technologies.
MMDS is Important
By some estimates, MMDS grew from a $50 million dollar market to a $250 million dollar market in 1999. Investments by phone giants
Sprint (FON) and MCI WorldCom (WCOM) to the tune of some $1 billion in the MMDS Industry last year could possibly tell of even
stronger growth projections in the technology. MMDS is poised as a high speed alternative to DSL and ISDN services and the
technology
is wireless to boot - a feature of the technology that poises it as a contender for the top choice of the high speed data market. It is
speculated that FON and WCOM control enough of the MMDS spectrum through their aggressive acquisitions this summer to serve 50
million homes. The technology circumvents the problem of bandwidth in metropolitan and LAN environments. As space on copper gets
more crowded and providers of data and voice services get their margins squeezed even tighter, advancements in integrated circuitry
technology has
brought a new generation of remote access devices that are so varied and capable that for now they must be amorphously categorized as
wireless
handheld devices. MMDS serendipitously merges the potential of high-speed access with an inexpensive wireless technology. Just as
advancements in optics and displays, integrated circuits and power storage as well as transmission, reception and storage technologies have
come
together to enable the third generation of wireless communications, MMDS was approved by the FCC as a two way communications platform
and
backed by major players in the communications industry. The Internet application of the technology is touted by the catchy title of "Broadband
Wireless."
Sales of satellite systems by CAMP increased four-fold last year, as the wireless industry moves forward in establishing a basic wireless
application
protocol for use in wireless communications, MMDS technology will play a key role in that development. Global Positioning Systems are
becoming
more prevalent, affordable and therefore marketable as the price of integrated circuits continues to be driven lower. CAMP stands to benefit
greatly
from the wireless era that is bearing down on us as fast as technology allows it. With the current trend in technology in a shift towards
compact-handheld devices with on-demand wireless access to voice and data, CAMP is positioned as an enabling technology company.
calamp.com
Top Competitors: Motorola | Ortel | Spectrian |
