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Technology Stocks : PWAV- the hot new IPO

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To: Tim Oliver who wrote (959)	3/3/1998 11:30:00 PM
From: RFJock	Read Replies (2) of 1491

Tim, You've brought up questions I wish I knew the answer to. PWAV has dramatically accelerated their push towards diversification outside of Samsung and LGIC in Korea. Obviously the reason is the Asian fle phenomenon. My gut feel is that Samsung and LGIC cannot afford to abandon infrastructure purchases right now. If they do, then the entire Korean infrastructure biz will be left in the dust by Lucent, Motorola, Ericcsson, and NT. This is big $$$ here for those Korean OEMs. Unless they decide to stay in the "retail" game 'ala handsets, they cannot abandon purchases from PWAV AND SPCT in the next few quarters. They know the margins are high in infrastucture and extremely low in retail handsets. Hell, China will probably be eating everyone's lunch in handsets within the next two years. High value added hardware/software aka base stations is where the money is and I hope the Korean OEMs know this. If that is true PWAV and to a lesser extent SPCT will be slowed down only momentarily. ,RFJock

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