Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Liatris Spicata who wrote (2215)	2/11/1999 6:21:00 PM
From: ECAC Hockey	Read Replies (1) \| Respond to of 4400

Larry I in no way meant to slight BWSI, and my opinion is mainly based upon subjective factors. Having followed SSPIF for many years now, I can attest that management is very capable of successfully executing upon a business plan. Whether it be pursuit of DSP based desktop CT a few years ago, the recent rollout of a c6x product line, or application of DSP into a vertical market segment(digital radio), they have always done a top notch job. Obviously the desktop CT effort had limited success, but SSPIF did win over several impressive oem's and was more successful than other entrants in a market that did not develop as expected. All indications I see lead me to believe that they are leading the pack with both the c6x initiative started in 1997 and the ongoing efforts in digital radio. I am also very impressed with the complementary products they have assembled for c6x, ie Diamond RTOS and specialized ASIC hardware. BWSI has also pursued the above 3 markets, but I do not believe they executed as well as Spectrum did/has in either of them. That said, both have the same sales/earnings so obviously BWSI is doing something right as well. Your point that the two companies do not compete head on as much as some might suggest is well taken. The total high end DSP market that SSPIF/BWSI target is far larger than the sum of each co's sales, as the bulk of work to date has been done in house by the large oem's. This trend is quickly changing though as the likes of SSPIF/BWSI gain credibility and offer the oem's many advantages over in house design; such as quicker time to market, lower internal development staff costs, proven manufacturing, higher performance, proven designs, proprietary technology, less risk ... These are the reasons why the military and oem's are increasingly coming to the likes of SSPIF and BWSI.