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 : Spectrian Co. (SPCT) -- Ignore unavailable to you. Want to Upgrade?

To: OWN STOCK who wrote (734)	1/22/2000 5:21:00 PM
From: mact	Read Replies (2) \| Respond to of 738

anybody know why SPCT dropped 5 1/2 without any news on friday?...their rev. growth looked quite good...9 month rev. ending 12/99 was $125M...this last qtr's rev's was 49M, up from 28M...their P/S ratio is only 2.2...they earned 0.20 per share this qtr compared with 0.07 last qtr...last yr, they were no earnings at all...assuming their next qtr rev.'s at 50M again(very conservative est.), their rev. for the entire yr would be 175M, thus giving a P/S of 1.4, which is ridiculously low for a co.in this sector and with this type of growth. compared to PWAV, this stock is cheap...PWAV trading at 91 1/2 ...9 month rev. ending 9/99 was 201M, up from 90M from last yr at same time...last qrts rev's was 90M., hence 291M for the yr...their P/S is 6.3. imo, its just a matter of time before SPCT moves...the street can ignore this company for only so long...with WDR recently raising the price target of PWAV to $97, more attention should come to this sector...PWAV clearly has the lead right now, but SPCT not far enough behind to justify the price discrepancy...lastly, MDPI's lack of execution takes them out of the picture for awhile but their stock price has most likely suffered enough and they will prob. bounce back up somewhat...currently looking to enter SPCT soon....jmho. mact