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

To: pass pass who wrote (2179)	7/1/2000 6:41:39 PM
From: Mr. Miller	Read Replies (1) \| Respond to of 2267

CAMP is not a DBS play even though most of its revenue come from DBS sales now. CAMP is clearly a fixed wireless broadband play, IMHO. HLIT has fallen from mistakes by the management in acquiring Divicom, not executing on business. Also, it doesn't help that HLIT management said recently that they were comfortable with estimates, and then they warn. UNCOOL. The satellite business is good, but I would not invest there. I am in CAMP for its role in fixed wireless broadband. That changes and I have no reason to own CAMP shares.