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Technology Stocks : Spectrian Co. (SPCT)

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To: Leo Francis who wrote (137)8/21/1997 3:51:00 AM
From: ForYourEyesOnly   of 738
 
Leo,

You mention that Teleco equipment cos like Nortel have not yet vertically integrated to make these amplifiers themselves. If so, does that mean Lucent is buying amplifiers from someone other than Spectrian? I thought LU bought their amplifiers from internal sources.

Please confirm. Doesn't LU have a large market share in CDMA?

I got my shares at $43 today. But the timing on selling SFAM was not idea, I only got $46 (not bad considering I got in at $13.

BYE

THC
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