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Technology Stocks : Spectrum Signal Processing (SSPI)
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To: Brian Cunningham who wrote (2057)12/16/1998 6:34:00 AM
From: nord  Read Replies (2) of 4400
 
I guess it depends on your time horizon. If you are looking at top line growth the projections are 28, 32, 67, 100+ M US. Note that the profit margins will be in excess of 55%. Spectrum has refocussed its business ie oem vertical markets. The possibility of strategic partner(s). ie The new Spectrum is growing and consolidating its position in dsp solutions market. As for management it is hard to be happy with the ROE but the vision and growth of the company is cooking. Remember it takes 12-18 months from in to win. The number of wins has not been shared with the investors as the company has to get permission from the oem before release. Final note the numbers for near years are conservative and subject to upside suprise depending on size and timing or recurrent orders. From current price level it doesn't take a rocket scientist to forcast ROE will become positive once this sell off is finished. The company plans to be profitable from q4 forward and 100% growth with upside potential is IMO not a sign of poor management. Now as I look at it from where I sit, Spectrum is already showing that it ismaking that transition and has kept it's promise to show a profit turn around in the second half
Norden
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