The thing PWAV has right now are solid products built on older technology. This is a good thing for some customers who aren't so picky about specs, like all Korea and non-US/European customers. Thats for OEM's though, like LGIC and Samsung. Yes, Nokia, Ericcson, and Lucent are HUGE compared to the Koreans. If pwav gets in it will make the Korean business look like chump change. SPCT has always had the technology and probably always will (look how much they spend on R&D), but who said that always gets the sale ? PWAV has some serious manufacturing muscle and SPCT has had some serious problems in that regard recently because they are not building derivative products, they are building brand new designs and that's tough. Short term PWAV will eat SPCT's lunch, my guess all this year, long term, if SPCT gets their manufacturing act together, they will probably beat out PWAV for market dominance.
,RFJock
PS: I don't care what the institutional guys are doing, I'm buying every time it drops, and with the volatility, you can make some day trading bucks to pay margin bills. |
