Spectrian Co. (SPCT) Message Board

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Technology Stocks : Spectrian Co. (SPCT)

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To: Richard Tuck who wrote (641)	2/9/1998 12:18:00 PM
From: Nevin S.	Read Replies (1) of 738

Richard, the one thing I keep reading in all of SPCT's 10Ks/10Qs is that all the major OEMs produce their own amplifiers and that their decision to buy from independent mfgs. like SPCT is a continuing risk point for the company. Presumably, OEMs like QCOM or MOT or LU could mfg in house and cut out companies like SPCT, PWAV or MPDI, but, the trend among other electronics firms is toward outsourcing of more and more of the production processes. CEM firms like JBIL Sanmina and Solectron are performing more and more of these functions. The question is - why won't OEMs in wireless come to the same conclusion regarding outsourcing of amplifiers?

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