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: Pr-Ac Man who wrote (501)	10/23/1997 8:57:00 PM
From: Zeev Hed	Read Replies (1) \| Respond to of 738

SGreen, I am not that enthused by the results, I think it justifies the stock trading in the range 40 to 50, not much better. There was no great quarter over quarter increase in sales and even profits were kind of flat relative to the last quarter. I was hoping for at least a 15% q/q increase. Maybe that shipment to the Asian client was indeed returned and it will show in the next quarter. $8MM on $48 MM is a big swing. Let's hope that they geat 70 cents next quarter. That might put them back in contention for a price in the $70, but not right now IMHO. Zeev

To: Pr-Ac Man who wrote (501)	10/23/1997 9:06:00 PM
From: Leo Francis	Respond to of 738

6.4 million in earnings Q1, 6.3 million in earnings Q2. They missed sequential growth here. Revenue growth was up, but not by much. I did not participate in the conference call, because of my schedule. If there was no bad news, SPCT will though rebound nicely tomorrow, and I believe we'll see a short term trading range of $50-$60 through the end of the year. I think, the stock took a hit, on slowing growth, but it was an over reaction. But it does appear that slowing growth is an isssue. $42 is too cheap, and $65 is "fully valued" right now, IMO. I also believe we will see upgrades. Good Trading, LF

To: Pr-Ac Man who wrote (501)	10/23/1997 9:46:00 PM
From: Pr-Ac Man	Read Replies (1) \| Respond to of 738

<<Sep 5 1997 10:43PM CST, The Business Journal - San Jose Spectrian Corp., a Sunnyvale maker of radio-frequency amplifiers for cell phones, expects to raise $90 million through a secondary offering to expand its operations.>> Does anyone know the specifics of their expansions plans? When might this expansion begin to be reflected in earnings? Thanks. Another stock you might want to check out is BNGO. I've had good success there. This stock appears to be building some real momentum. Scott