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

To: Leo Francis who wrote (631)1/25/1998 2:10:00 PM
From: Cary Salsberg  Read Replies (1) | Respond to of 738
 
Leo,

RE: "I don't like technology companies boasting about balance sheets..." and "I may be a nibbler on dips to the mid or low teens."

With book value in excess of $13 and Cash at $9/share, your "low teens" means $4-5/share for SPCT's business. Doesn't that seem pretty cheap when you are waiting for an EPS of $3?

Cary



To: Leo Francis who wrote (631)1/26/1998 10:46:00 PM
From: Nevin S.  Read Replies (1) | Respond to of 738
 
Downgrade of telcos today may have hurt SPCT. I noticed that the price dropped last Friday even though the downgrade wasn't announced until today. I guess some of those folks on Wallstreet get a peek at this kind of stuff before the rest of us.


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