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Technology Stocks : Spectrum Signal Processing (SSPI)

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To: WTSherman who wrote (2019)12/5/1998 7:05:00 PM
From: nord  Read Replies (1) of 4400
 
GWM
I don't disagree. Small co's are underfollowed, the vast majority of co's Spectrum size have no coverage. I own PMCS and like what they have done although I believe them to be a riskier investment than Spectrum. Spectrum has proven a lot already. That is my point they have refocused the company and have announced majore deals with major companies they are working on G3 for the worlds largest basestation suppliers nokia ericy mot. They solved problems for companies that no one has they solved the pci bridge they were certified by siemens quite an honor. They have 38 ins and most of those are wins with fortune 500 companies awaiting sales to deliver orders, or other component makers to get there part done so spectrum can ship. ie the cake is in the oven and this is just starting.ie we have a huge diverse market unlike the company next store. Don't get me wrong I will hold a position in PMCS but at a market cap of 2 billion and a lot of people entering PMCS space they will have to continue to fire on all cylinders to justify their current market cap. At 30M market cap a single one hundred million G3 order spead over a float of 10M shares at a margin of 55% add a few 10 to 20 million contracts and you begin to get an idea. The new Spectrum is a year old the cots asic hurricane software driven engineering heavy company that is ready for the oem market that needs cost effective digital solutions because it makes their product faster more accurate cheaper and more highly integrated than any computer based system without real time sensing ability.
That is what they don't get.
Regards
Norden
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