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

To: nord who wrote (2179)	1/30/1999 1:07:00 AM
From: WTSherman	Read Replies (1) \| Respond to of 4400

Nord, having been invested in SSPIF for quite a while now I have watched the wave of "ins" be reported from the company, but, been totally unable to calculate what they are worth. For example, try as I might I cannot tell whether the reported "win" from Bell & Howell is worth much at all. From what I can tell, the only use of SSPIF product is for a specialized order for one customer. Nothing in their current product descriptions leads me to believe that they are close to deploying SSPIF product across the board. Even if they did it would amount to only $5M/year in rev's to SSPIF. But, given the life cycles of their products it could be three years before this revenue level was reached(again, that would assume that made a decision to deploy as part of a product line redesign). Your figures on the tiny size of this market makes me wonder all the more whether there really is the kind of potential here that will drive the value of this company up. I think that everyone on this board understands the future growth of DSP's. The question is whether the tack taken by SSPIF will ever be a significant component of the DSP business. What I find very odd is that in a financial environment that is ripe with speculation and totally focused on future growth, SSPIF has caught no one's interest. To me, this is a very ominous sign.