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 : PWAV- the hot new IPO
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Carl B. who wrote (678)1/19/1998 12:16:00 PM
From: Dr. J  Read Replies (1) of 1491
 
I agree with your comments. PWAV is either undervalued if the South Korean economy recovers with minimal impact, or grossly overvalued if they get any significant cancellation of orders.

I looked at Spectrian (SPCT) over the weekend, and see a company about the same size, also with a relatively low valuation, but with its major customers (98%) being North American. Obviously this is better defensively, but it seems also that it limits the growth the company can experience. SPCT also has its own fab for RF chips, which is a big capital expense in low revenue times (is PWAV fabless?). Compare the OPM: PWAV is about 19%, and SPCT 13%.

Any comments from more experienced followers of both stocks out there?
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