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

To: Mike Winn who wrote (778)	2/2/1998 10:34:00 AM
From: Keith Allen	Respond to of 1491

<<I am day dreaming that if PWAV can take away part or all of Spectrian's lunch with NT, then we're talking about a 1.5 to 2.0 EPS for '98, multiply that by a PE of 30, then what price are we talking about? If PWAV can also get the dinner with Nokia, then what should we think about?>> Based on history, $25 to $30 doesn't seem entirely unreasonable. I'd like to see more evidence of moving away from dependence on Asia, though. Two swallows do not make a summer. KA (in long at 10)

To: Mike Winn who wrote (778)	2/3/1998 12:46:00 AM
From: RFJock	Read Replies (1) \| Respond to of 1491

PWAV did not take any market share from SPCT, they got a special order from NT, due to a customer who had already been buying PWAV products on the side. SPCT does not sell to Lucent that I know of, and neither does PWAV, MPD had a small deal w/them though. ,RfJOck