California Amplifier - 2 Message Board

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Technology Stocks : California Amplifier - 2

CAMP 3.765

+0.2%

Feb 2 3:59 PM EST

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To: Master (Hijacked) who started this subject	5/21/2002 11:54:33 PM
From: antman2182	of 2267

Just had a chance to listen to the call I would agree that the call was not the best as far as the Q&A as the last post mentioned. There was no mention of SAT Radio or international MMDS sales. Which would lead me to two possible conclusions. One there is nothing happening or two, there are deals that will be announced but camp can not talk about so they pre warned those asking the questions on the call. I intend to find out more about what is happing on the SAT radio and international sales. As far as the call it was a great Q and with the raised guidance there was not much left to say. A couple of things worth mentioning, 1. No questions were asked by Rich Valeria from Needham, so maybe he was on another call or did not have any questions. 2. As mentioned here already but worth repeating, that due to Camps relationship with Sprint no matter who they use for a role out for MMDS camp will be involved, being that CAMP has a formal agreement with Navini it would be more beneficial for CAMP if it is Navini that is chosen but either way CAMP is in there, but from the tone and as mentioned on this board it would seem that Navani has it locked up. As far as the timing of a rollout, they said that Sprint is putting together business plan that will work which will be followed by a roll out in the beginning of next year, that CAMP will not see any $s this year from the Navini deal. 3. On SAT side there will be more new products and services coming out from the joined forces of KTI and CAMP that would not have been possible if the two companies were not together. The reasons for the higher EPS besides cost cutting measures are the sale of new higher value SAT products that are being sold. The Zinwell deal is for manufacturing and productions as well as new products that will be produced for Europe that camp will sell. 4. Based on my calculations camp should be around the 20 million cash mark at the end of Q1 give or take. And there will be another CC in mid June for Q1 earnings. My Guess is for Q1 that CAMP will be in the 26million range and .12 to .13 EPS. I also still feel that .50 for the year is going to happen and if there is any new progress on any other front it could be higher.

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