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

To: Nevin S. who wrote (673)	3/9/1998 7:15:00 PM
From: Richard Tuck	Read Replies (1) \| Respond to of 738

Nevin, It took all of one year for it to recover last time... However, without the advantage of a big pop due the one-time buildout of the US PCS infrastructure, it will take longer this time. Do you really think that the merchant power amplifier market is going to disappear though? It is still basically a two company market and this slowdown will discourage competition. Remember that just over a year ago, SPCT had one quarter where they sold just $10 million of power amps, so there is some rationale behind what Garrettson is saying. I think we have a good shot at seeing 10-12 tomorrow and dead air for the next few months. It may be a good time to buy around May or June. Richard