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Technology Stocks : Spectrian Co. (SPCT)

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To: Jay Malde who wrote (549)10/24/1997 6:11:00 PM
From: P.T.Burnem   of 738
 
Jay,

SPCT's projected revenue growth has been cut to 10%.

I sold some Nov 25 puts today. IMO, Lehman's suggestion that the wireless growth may have peaked out is sheer lunacy.

The currency crisis may have a profound impact on sales of capital equipment and luxury items, but not such basic necessities as the phone service.

PTB
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