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Technology Stocks : Spectrian Co. (SPCT)

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To: ForYourEyesOnly who wrote (147)8/21/1997 7:59:00 AM
From: Leo Francis   of 738
 
THC, LU does not buy from themselves. They currently buy from one of SPCT's competitors. This competitor is frantically trying to broaden its product line and is playing catch up with SPCT. If some of these companies really thought hard, they would pursue mergers, and really "freeze" out the ability for their customers (Telcos) to feasibly integrate while garnishing an impressive level of critical mass which will propel their new company well into the future. I strongly believe consolidation is inevitable in this business.

The competitor is MPDI. This stock has also enjoyed a nice runnup, but SPCT remains far and above the best stock and company to invest in within this sector. Good Trading. jmo, LF
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