SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Spectrian Co. (SPCT)
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Don Lloyd who wrote (303)10/2/1997 6:14:00 PM
From: Richard Tuck   of 738
 
Don,

Thanks for the information. I knew LG was a SPCT customer, but I thought that PWAV also did business with LG as PWAV is very strong in Korea. Sure, losing a $12.8MM contract hurts, but $15/share worth? PWAV did not benefit much, if any, from the news, so it does not make much sense. Furthermore, why would PWAV drop in sympathy with SPCT if it was taking business away from SPCT? The rumors about missing the EPS consensus make more sense because the runup from the 40's to 65 was based on SPCT's comments about a better than expected quarter. If SPCT misses, this premium is hardly warranted in the market's eyes. However, I don't know why SPCT would make such a mistake only a month from the end of the quarter.

Richard
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News