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


To: Sergio H who wrote (1042)4/6/1998 12:29:00 AM
From: Crossy  Respond to of 1491
 
Sergio,
with the Nortel Contract (essentially they stole a chunk of business from SPCT) and a possible South American Connection the odds are quite in favour. Also AFC should not be such a mess for this company: don't forget wireless telco backbones count as infrastructure, something that is subject to special bailout loans, so there's an additional cushion. In this regard p.e. I'm viewing some "surprised" opinions that the Asians didn't postpone or even cancel orders to the extent originally believed..

regards
CROSSY



To: Sergio H who wrote (1042)4/6/1998 12:35:00 AM
From: Medisco  Read Replies (1) | Respond to of 1491
 
WHAT IS THE STREET ESTIMATE FOR PWAV's EARNING.

THANKS



To: Sergio H who wrote (1042)4/6/1998 2:44:00 PM
From: Lachesis Atropos  Respond to of 1491
 
From what I have gathered Asian influence is supposed to be minimized at the end of 1997. PWAV was anticipating a reduction of sales to Korea way back in late 1996 I believe.

With the above assumption Asian influence is not a major player, its just fierce competition in the field and PWAV seems to have mastered it!


Any comments?

Lachesis




To: Sergio H who wrote (1042)4/6/1998 6:29:00 PM
From: RFJock  Read Replies (1) | Respond to of 1491
 
...I don't know about this quarter, but long term that is not going to be an issue w/PWAV.

,RFJock