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

To: Richard Tuck who wrote (641)	2/5/1998 10:37:00 AM
From: ncs	Read Replies (1) \| Respond to of 738

It occurs to me that the best defense SPCT would have against the lawsuit would be to get the price back up to the secondary offering level. IMO I don't think the lawsuit was warranted as SPCT's stock price fell in tandem with a lot of small cap high tech stocks. However a lot of the others have bounced back strongly in the past two weeks. I may well add to my position in the next few days after doing a little research.

To: Richard Tuck who wrote (641)	2/9/1998 12:18:00 PM
From: Nevin S.	Read Replies (1) \| Respond to of 738

Richard, the one thing I keep reading in all of SPCT's 10Ks/10Qs is that all the major OEMs produce their own amplifiers and that their decision to buy from independent mfgs. like SPCT is a continuing risk point for the company. Presumably, OEMs like QCOM or MOT or LU could mfg in house and cut out companies like SPCT, PWAV or MPDI, but, the trend among other electronics firms is toward outsourcing of more and more of the production processes. CEM firms like JBIL Sanmina and Solectron are performing more and more of these functions. The question is - why won't OEMs in wireless come to the same conclusion regarding outsourcing of amplifiers?