I think that SPCT has its own problem and the Street recognizes this, however, these days it is hard to figure out the street's interpretation. On the other hand, the Street is expecting that Asia is going to impact PWAV's earning, but on the bright side is that PWAV was able to win three major customers. Ericson, has won TDMA infrastructure contracts in Russia, Portogal, Argentina, Mexico, Chile, Brazil and New Zealand worth more than $1.7 billion and according to Alex Brown estimate, PWAV will deliver power amplifier accounts for approximately 3-5% of the overall cost of deploying a mobile network which should generate about $50-90 million per year for PWAV.
I also, learned that PWAV is delivering multicarrier amplifier to Bell South. |
