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Strategies & Market Trends : Stock Watcher's Thread / Pix of the Week (POW)
VSAT 34.39-2.8%3:36 PM EST

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To: Stock Watcher who wrote (38891)9/14/2000 10:21:08 AM
From: Lane Hall-Witt  Read Replies (3) of 52051
 
SW -- CAMP: The post-earnings beating this one has taken is a gift. It got hammered because of declining margins in its satellite business, but its story has shifted from satellite to fixed-wireless (broadband wireless). They're a supplier for FON, which is aggressively rolling out fixed-wireless services in a number of major markets.

CAMP has been a good short-term trade on the pop after its rapid decline. But I'm also planning to accumulate it for an intermediate-term hold after the Nasdaq works through its annual Sept-Oct hangover.

BTW: excellent thread!
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