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Technology Stocks : Spectrian Co. (SPCT)
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To: Leo Francis who wrote (329)10/3/1997 2:22:00 PM
From: Richard Tuck   of 738
 
Leo,

Good to have you back. I also was troubled by the just meeting estimates comment by SPCT. I also don't know why this would be the case considering that SPCT made the upbeat comments at the beginning of September with presumably excellent shipment visibility for September. New orders should not have had much effect on the quarter's results. Also, shouldn't SPCT be a major beneficiary of Sprint PCS'es $700 million contract with Motorola and Nortel?

Richard
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