Spectrian Co. (SPCT) Message Board

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Technology Stocks : Spectrian Co. (SPCT)

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To: Richard Tuck who wrote (154)	8/21/1997 8:21:00 PM
From: Thomas C. White	of 738

PWAV gross margins have been somewhat better than SPCT's in the ramp-up stage, I believe PWAV buys out more than SPCT so SPCT has a higher component of fixed cost on low production volumes. This should equalize or favor SPCT over time as the fixed cost is amortized on higher volumes. Right now PWAV and certainly MPDI look overvalued relative to SPCT. According to my info, MOT has been building their own amps (MOT is very much into building their own RF wherever feasible), but can be expected to start going out to a merchant supplier where MOT exceeds their expected production capacity.

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