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

To: ECAC Hockey who wrote (2212)	2/11/1999 5:56:00 AM
From: nord	Read Replies (1) \| Respond to of 4400

The pre announcement IMO it was an effort by the company to keep investors informed and was factual truthful. The 4 th q is traditionally the strongest so the rev for q4 with or without the 800k being flat suggest what the company had said that the expected pick up has yet to hit due to slowing sales of old core systems and the pending sales of boards by oem's see the list of announcements in/wins. The other point is that the breakeven has been brought down to 28M US ie anything over this is profit. If you look at the projected dsp/dsp system and internal forcast for 30% growth going forward you get an idea of what kind of cash the company will throw off. The final point is that the company has hired a pr firm to help with the investment community. This is just in the info accumulation stage but I expect the company and management to benefit from the expertise of pr professionals. As Pat mentioned I am looking for major product announcements soon and more good things re backlog and business intake. Regards Norden Pat thanks for the link I hadn't been there in a while and it was a fund lane to visit.

To: ECAC Hockey who wrote (2212)	2/11/1999 12:58:00 PM
From: Liatris Spicata	Read Replies (1) \| Respond to of 4400

ECAC- Could you comment on why you believe SSPIF's growth prospects are better than BWSI's? When I was looking to invest in this sector, I selected BWSI in part because it was a less touted stock than SSPIF. It's hard to compare the history of the two companies, as BWSI is less than one year old, but so far my decision has been vindicated. While the two companies do compete in some areas- e.g. radio where SSPIF seems to have won out- I suspect they don't overlap as much as SSPIF fans/BWSI detractors like to make out. There seems to be certain "falling in love" with this company that makes me a bit leery. TIA, Larry P.S. Having said all that, I'm perfectly willing to entertain the notion that SSPIF might now be a good value play. It might even join my stable of value plays that unfortunately have not yet achieved the recognition they deserve :).