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Technology Stocks : Spectrian Co. (SPCT)

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To: Thomas C. White who wrote (8)2/4/1997 1:44:00 AM
From: Thai C. Nguyen   of 738
 
The company still looks promising with their new products being introduced the past month. The unexpected lower earnings hurt them though. Their customers still look like the who's who in the telecom business. Powerwave(PWAV) just IPO last december and has gone from 11.25 to 23 - 24 range in two months and holding. These two companies make the same products yet powerwave only sells to the south koreans (Hyundai, Samsung, etc . . .) and SPCT sells to QCOM, NORTEL, ERicsson, NOkia, and MOT. One bad thing is that they are experiencing all kind of RD costs which reduced earnings. Yet, Qcom is up and coming with their CDMA technology in the States that SPCT will definitely benefits within the next year or so.
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