Spectrian Co. (SPCT) Message Board

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Technology Stocks : Spectrian Co. (SPCT)

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To: Leo Francis who wrote (96)	7/18/1997 4:43:00 PM
From: Thomas C. White	of 738

Leo, I own GEMS and I also know some of their people. It's a good company, but why do you say the fundamental picture looks very similar to SPCT?? Keeping in mind that although 2-way paging onset will increase opportunities for GEMS revenue, it's not really a similar situation to the paging infrastructure "bubble" created by FCC requirements 2 years ago (which sent GEMS to 3 times the price it is now). 2-way paging creates more incremental possibilities for GEMS, not so much of a "ship until the wheels fall off" scenario. SPCT is probably now for maybe the last 6 months in the beginning stages of an upcycle that could dramatically broaden if they land additional customers.

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