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Technology Stocks : CMIC - Calif Micrwv - satellite; digital VIDEO BROADCAST -- Ignore unavailable to you. Want to Upgrade?

To: Triffin who wrote (2)	2/22/1999 1:08:00 AM
From: Chisy	Read Replies (1) \| Respond to of 13

This company sounds like an interesting speculation. Can anyone explain to me the differences between CMIC's and WAVC's (Waverider Communication) products???

To: Triffin who wrote (2)	3/2/1999 6:18:00 PM
From: H. Bradley Toland, Jr.	Read Replies (1) \| Respond to of 13

Jim: I also think CMIC looks very interesting here. With a market cap. of around $150 million and sales from the remaining business units in the $160 to $180 million range and an OK balance sheet I don't think there is a lot of risk in the stock. The upside potential from LMDS opportunity is large as it wouldn't take a lot of incremental sales to significantly affect earnings. In addition, the fact that they've got 25 million bits per second now--even if it is line of sight--and the capital costs look to be very low should interest a lot of companies imho.