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Technology Stocks : PWAV- the hot new IPO

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To: JOHN CHEN who wrote (641)	1/15/1998 4:33:00 PM
From: John E. Marciszewski	Read Replies (1) of 1491

John, One interesting point is that the current Book Value is now about $6. Amazingly low Price/Book for this industry. If this were any other industry, I'd be surprised if someone didn't make a takeover offer just to get all that cash. Knowing this company, I'd expect some major non-Korea orders to be announced in the next 3-4 weeks. Did it bother you how the statement was worded, i.e. orders will be postponed or canceled if the poor market in S. Korea is prolonged. I guess it all depends on how much leverage LG and Samsung have with the banks. I can't imagine S. Korea stopping wireless infrastructure builds in the middle of service deployment; it's like a half-baked chicken (hopefully w/o the flu). Regards and thanks for your great info!

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