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

To: ECAC Hockey who wrote (2051)	12/15/1998 8:38:00 PM
From: nord	Read Replies (3) \| Respond to of 4400

Ecac Radisys(RSYS) is a direct competitor of Spectrum through its Sonitech DSP Division. Their latest earnings statement provides a baramoter for comparison of Spectrum's 38 Design-In's reported so far this year. Radisys, a $100M+ in sales company reported 36 in's for the same time period as Spectrum reported 38. The two companies definitions of an in-win is not identical but similar enough for rough comparison. Radysis has a $200M market cap versus Spectrum's $24M market cap. The Sonitech division of RSYS is the equivelent of dsp section Sonitech Division of Radisys $5 million in revenue as of last I heard. ie the dsp part of the company is tiny in comparison to Spectrum Off the top of my head the traditional DSP board competitors are: doe 1997 Pentek $15 million Ixthos Division of DY-4 $12 million Transtech $10 million (europe) Sonitech Division of Radisys $5 million DSP Research $5 million Innovative Integration $5 million Sundance $2 - $3 million (europe) Hunt Engineering $2 - $3 million (europe) DNA Enterprises (division of Intelect) $1 - $2 million Total ~$60 million + lots of $1 -$2 million The size and kind of in/win that Spectrum is working on compared to Sonitech is like comparing Gordie Howe to a kid playing IA college pucks IMHO I have not included BWSI as some of Mizar income was for non dsp and lots of LSIs income was from Spectrum reseller agreement now gone and from what I hear BWSI continues to loose customers and revenue to Spectrum Regards, Norden