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

To: Tim Oliver who wrote (959)	3/3/1998 6:44:00 PM
From: Joseph Beltran	Read Replies (1) \| Respond to of 1491

The series of non-korean alliances and orders announced by PWAV over the past 2 months or so is pretty impressive, although I would be more impressed if they had specified dollar amounts for each order. In any event, it is evident that PWAV management is taking active steps to broaden their customer base and if it continues it should become significantly accretive to their bottom line especially when korea returns to a "normal" state of affairs. regards

To: Tim Oliver who wrote (959)	3/3/1998 7:09:00 PM
From: Medisco	Respond to of 1491

PWAV STATED IN JANUARY THAT SOME KOREAN CONTRACTS MAY BE POSTPOND OR DELAYED, YET IT IS MARCH NOW AND NO BAD NEWS OUT OF KOREA. NEVERTHELESS, PWAV SIGNED UP THREE NEW CONTRACT WITH NOKIA, ERCSSON AND NT. I THEREFORE, PREDICT THAT PWAV IS GOING TO HAVE A GOOD QUARTER AND SHORT SELLER ARE GOING TO BE FORCED TO COVER THEIR SHOETS AT THE CURRENT LOW PRICE. I ALSO HEARD THAT PWAV'S CFO IS DUE BACK SHORTLY FROM HIS VISIT TO S. KOREA WHERE HOPFULLY WILL BRING A GOOD NEWS.

To: Tim Oliver who wrote (959)	3/3/1998 11:30:00 PM
From: RFJock	Read Replies (2) \| Respond to of 1491

Tim, You've brought up questions I wish I knew the answer to. PWAV has dramatically accelerated their push towards diversification outside of Samsung and LGIC in Korea. Obviously the reason is the Asian fle phenomenon. My gut feel is that Samsung and LGIC cannot afford to abandon infrastructure purchases right now. If they do, then the entire Korean infrastructure biz will be left in the dust by Lucent, Motorola, Ericcsson, and NT. This is big $$$ here for those Korean OEMs. Unless they decide to stay in the "retail" game 'ala handsets, they cannot abandon purchases from PWAV AND SPCT in the next few quarters. They know the margins are high in infrastucture and extremely low in retail handsets. Hell, China will probably be eating everyone's lunch in handsets within the next two years. High value added hardware/software aka base stations is where the money is and I hope the Korean OEMs know this. If that is true PWAV and to a lesser extent SPCT will be slowed down only momentarily. ,RFJock