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Technology Stocks : Spectrian Co. (SPCT)
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To: Nevin S. who wrote (647)2/9/1998 5:25:00 PM
From: Richard Tuck  Read Replies (1) of 738
 
Nevin,

I'm betting that the OEMs will come to this conclusion someday. The wireless PA industry is a lot younger than the PC industry and thus not as far down the curve. SPCT has to cite the opposite trend as a risk on the 10K/10Q forms because it could happen (though I think it is unlikely and I bet SPCT does too). Any risk that is industry or company specific has to go into a 10K/10Q in order to provide protection against shareholder lawsuits.

Unfortunately, SPCT's management was not as careful about hyping the company's performance a few weeks before the Nortel annual contract came up for renewal.

Richard
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