Frank, SPCT's customers include: Northern Telecom, LM Ericsson, LGIC, in addition to Qualcomm and Nortel Matra. They are also close to many of the other European Telecoms. But I most definitely agree with you about your concern of "customer base", and this is one reason of my alluding to some emminent management changes, with this concern the driving force. It will be a positive change.
As far as GSM's need for linear, they do need it, because linear offers expanded capacity. With the tightly regulated "freq's" in europe, this "feature" is valuable and marketable.
Don't be surprised to see Lucent as a customer! Not with finished product necessarily, but with componets and subsystems.
Capacity is what is going to drive this market. This will be the "buzz" word.
Plus we have, wll, pcs, cdma, gsm, and other platforms which SPCT is dominant in technologically.
Keep me cautious though! But I am very confident of the appreciation of SPCT stock. Very confident. Good trading. LF |
