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Technology Stocks : Spectrian Co. (SPCT)

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To: Richard Tuck who wrote (648)2/9/1998 10:59:00 PM
From: RFJock  Read Replies (1) of 738
 
Another reason for future success of SPCT and PWAV (and lesser extent MPDI) is that finding the in-house talent for designing high power RF amplifiers is VERY difficult. Most recent Lucent designs were done by contractors. Motorola has hemorraged good RF people to other companies, i.e. smaller and is basically selling the same amplifiers designed several years back w/small cost reduction changes. Both QCOM and NT have virtually ZERO in-house design capability. Sure these companies could come up to speed, but they know the $$$ cost of doing so, vs. outsourcing.

,RFJock
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