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 : Spectrum Signal Processing (SSPI) -- Ignore unavailable to you. Want to Upgrade?

To: Sarah Chapin who wrote (568)	2/5/1998 4:35:00 PM
From: Larry Brew	Read Replies (1) \| Respond to of 4400

Sarah, << agree on q4 >> The CEO seems to be expressing forward reaching valuations, rather than strong near term results. I suggest a CEO has never said "things look really bad." Any short term significant upside will probably be from a buyout announcement, should one occur. Now if SSPIF will only make me look really bad with strong 4th Qtr earnings. I love to be wrong that way! :-) Larry

To: Sarah Chapin who wrote (568)	2/5/1998 5:09:00 PM
From: pat mudge	Respond to of 4400

IMO, your expectations for Q4 are a little high if you expect them to be to be flat with Q4 from last year. It was stated on the conference call in October that Q4 numbers would be very similar to Q3 numbers. Should they report higher than Q3, all the better, but expectations do not run high for Q4. Sarah -- In talking to seveal shareholders, I think I'd mistaken the quarter we're in for the one being reported. Q4 should be flat with Q3 and Q1 should meet or exceed Q1 a year ago. I think I have it right now. Being a relatively new shareholder, I don't have the year ago comparisons branded in my brain. Nor was I part of the conference call. With a company at this stage of development, I'm far more concerned with partnerships and contracts than earnings. They're the roadmap to where Spectrum's going. As BJ said, in a business that has the potential for such large margins, it's not hard to be profitable once the orders come in. At any rate, thanks for clearing up the confusion. Regards, Pat