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Technology Stocks : MWAV-M WAVE COMM -- Ignore unavailable to you. Want to Upgrade?

To: incomep who wrote (279)	6/17/2000 9:13:00 AM
From: Tom Hua	Respond to of 443

IP, obviously if MWAV loses LU altogether it'll be a major blow. However, based on LU's guidance to the company and the growing demand for wireless base station power amplifiers, business from LU will continue to grow. As you know, MWAV will be moving to a new facility which doubles its current capacity to meet the growing demand. The company will likely be getting some new significant customers this year. There're many big companies with highly concentrated customers too (SCMR for example relies mostly on 1 customer). Kinda scarry. Regards, Tom

To: incomep who wrote (279)	6/23/2000 4:15:00 PM
From: Tom Hua	Respond to of 443

IP, I'd like to elaborate a little more on the issue you raised. MWAV supplies multiple products in different areas to LU, unless LU closes its doors altogether, the risk is really minimal. On the subject of LU/MWAV, I want to tell you something really exciting and potentially very big deal for MWAV. LU is very enthusiastic about MWAV's virtual manufacturing model. Recognizing MWAV's years of experience in working with subcontractors, and its relationship with many Asian suppliers, LU has expressed a strong interest to let MWAV handle a large deal with an Asian manufacturer. This manufacturer visited LU this week and is meeting with Joe Turek at this very moment. In essence MWAV acts as the "general contractor" for LU to manage the manufacturing process in Asia. This is the kind of high margin, value-added services that fits into Turek's virtual manufacturing business model. It also allows MWAV to broaden its base into new products. Regards, Tom