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Technology Stocks : PWAV- the hot new IPO -- Ignore unavailable to you. Want to Upgrade?

To: Thai C. Nguyen who wrote (591)1/14/1998 11:06:00 PM
From: JOHN CHEN  Read Replies (3) | Respond to of 1491
 
Hi, Thai! Nice to see you again.

So what is the word down in L.A.? Give us the scoop on PWAV.

I am waiting for the earning annoucement with nail biting patience.

I am not going to get into SPCT because I have heard that SPCT lost Nortel to PWAV on a reliable source on Motley Fool. He said the annoucement should come soon.



To: Thai C. Nguyen who wrote (591)1/15/1998 10:05:00 PM
From: RFJock  Respond to of 1491
 
Actually of all "merchant" PA vendors, SPCT and PWAV own about 95% of it. AML is a bit player in a small niche of repeater and LNA combo things. The bigger 3rd planer is MPD. SPCT has about 60% of the market and PWAV 30% w/MPD, AML, and few others bringing up the rear. This is in units shipped not $ however. SPCT is a HIGH volume manufacturer. PWAV has made a lot of money selling very expensive multicarrier amplifiers in Korea.

,RFJock


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