Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : California Amplifier - 2 -- Ignore unavailable to you. Want to Upgrade?

To: Jibacoa who wrote (2022)	10/29/1999 12:38:00 PM
From: Sultan	Read Replies (2) \| Respond to of 2267

Not sure if any one posted this. Obviously, a bit conservative in terms of share price projection... -------------------------------------------------- Adele Weisman and Ed Vroom of New York-based Roanoke Asset Management provides the following stock ideas. Below is the write-up. California Amplifier (CAMP 16 7/8) is a leading supplier of MMDS (Multipoint Multichannel Distribution System, also known as wireless cable) communications equipment. Adele Weisman of New York-based Roanoke Asset Management explains that the MMDS market will be "huge going forward." Sprint and MCI WorldCom spent $1.9 billion on licenses for the rights to use MMDS communications last spring. Those two companies will use MMDS to provide local and Internet access. "This indicates how serious Sprint and MCI are about MMDS technology and CAMP is well positioned to benefit from it." Adele notes that CAMP's revenues from the sale of MMDS equipment will begin to ramp up in 2000. CAMP is also a leading supplier of equipment receivers in the satellite area. They sell equipment to the two largest satellite providers, EchoStar and DirectTV. "The satellite market is giving the cable companies a run for their money," says Weisman. "We expect the satellite industry to begin to deliver local programming and that will be a driver going forward. In addition to the significant roll out of domestic satellite services, there is a huge international opportunity. CAMP is a small business that plays in two very important telecommunications markets." She figures the company will grow revenues at an annual rate of 40 percent over the next three to five years, with its shares "easily trading" in the low 20s within the next 12 months.