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Technology Stocks : p-com (pcms) -- Ignore unavailable to you. Want to Upgrade?

To: charlie who wrote (1022)1/28/1999 10:02:00 PM
From: IRA ZOHN  Respond to of 1461
 
I wouldn't be so fast to sell. THIS NO HYPE --Expect to see a large contract by the end of next week. The stock go up tomorrow!!



To: charlie who wrote (1022)2/1/1999 1:08:00 AM
From: synchro  Read Replies (1) | Respond to of 1461
 
I wouldn't expend much mental energy on that $75 million backorder. That kind of thing can be canceled at anytime (especially at the trigger of an external economic shock), and there is nothing P-COM can do about it. What people should be impressed is the continued heavy spending on research and development that the company is devoting despite the obscene losses and ugly balance sheet. It shows the company is either long term oriented or foolhardy.


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