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

To: Elmer Flugum who wrote (1034)	2/28/1999 5:55:00 PM
From: pjd777	Respond to of 1461

Here is an excerpt from and excerpt of an interview on briefing.com. The full excerpt is on the CIEN message board on raging bull. The full interview is on briefing.com, I think. ragingbull.com Here are 2 places where p.com are mentioned "Briefing: What are the applications and the underlying technologies that will drive the networking market in 1999 and who are the leaders in those respective areas? " "Seth Spalding: There are four major applications of importance in 1999 and going forward. Gateway Applications: again, this is the marriage of the circuit world and the packet world. Cicso (CSCO) and Nortel (NT) are currently the dominant players. Cable Telephony: using the cable infrastructure for voice. ANTEC Corporation (ANTC) is the strongest player in this market at the moment. Down the road, I think that Terayon Communication Sys (TERN) and Com21 (CMTO) will be well positioned in the cable telephony space. Metro DWDM: this is a growth area that requires that the equipment be much cheaper than existing DWDM gear in long-distance networks. Uniphase Corp (UNPH) stands to benefit from the growth because while they don't make DWDM, they are a significant supplier to companies manufacturing the equipment. Broadband Wireless: this technology allows CLECs (MCI/Worldcom, WinStar, Teligent, Williams , etc) to bypass the local loop and not have to lease facilities from the BOCs. The players in this area include, P-COM (PCMS), Nortel (NT), and Stanford Telecom (STII), and California Microwave (CMIC). These companies stand to benefit from an international buildout as well. " and "Briefing: Which stocks are you recommending and/or avoiding? " "Seth Spalding: My current favorites are Uniphase Corp (UNPH), Cisco (CSCO), P-COM (PCMS), Corning Incorporated (GLW), and ANTEC Corporation (ANTC). Among the service providers, I like Global Crossing Ltd (GBLX) for their involvement in undersea fiber networks. "

To: Elmer Flugum who wrote (1034)	3/4/1999 9:49:00 AM
From: JakeStraw	Read Replies (1) \| Respond to of 1461

P-Com, Inc. Receives Purchase Orders in Excess of $5 Million From UK PCS Service Providers for the Supply of Digital Millimeter Wave Radio Systems CAMPBELL, Calif.--(BUSINESS WIRE)--March 4, 1999--P-Com, Inc. (NASDAQ National Market:PCMS) announced today that it has received purchase orders in excess of $5 million from PCS service providers in the United Kingdom for the supply of digital millimeter wave radio systems. P-Com, Inc. develops manufactures and markets network access systems for the worldwide wireless telecommunications market. The point-to-point, spread spectrum, and point-to-multipoint radio links provided by P-Com are designed to satisfy the network requirements of cellular and personal communications services, corporate communications, public utilities and local governments. In addition, P-Com provides comprehensive network services including system and program planning and management, path design and installation. Statements in this release that are forward looking involve known and unknown risks and uncertainties, which may cause the company's actual results in future periods to be materially different from any future performance that may be suggested in this release. Such factors may include, but are not limited to, reliance upon subcontractors, fluctuations in customer demand and commitments, both in timing and volume, introduction of new products, commercial acceptance and viability of new products and expenses associated therewith, cancellations of orders without penalties, pricing and competition, the company's ability to have available an appropriate amount of production capacity in a timely manner, the ability of the company's customers to finance their purchases of the company's products and/or services, the timing of new technology and product introductions, the risk of early obsolescence and the pending stockholder class action lawsuits. Further, the company operates in an industry sector where securities values are highly volatile and may be influenced by economic and other factors beyond the company's control, such as announcements by competitors and service providers. Reference is made to the discussion of risk factors detailed in the company's filings with the Securities and Exchange Commission, including its reports on Form 10-K and 10-Q. P-Com, Inc., with world headquarters in Campbell, and offices in Florida, New Jersey, Virginia, the UK, Italy, France, Germany, Poland, Mexico, Dubai and China, is an ISO 9001 certified company. For additional information, contact P-Com at: P-Com, Inc. -- 3175 S. Winchester Boulevard -- Campbell, CA 95008 -- USA TEL: 408/866-3666 -- FAX: 408/866-3655 p-com.com ------------------------------------------------------------------------ Contact: P-Com, Inc. Michael Sophie, 408/866-3666 Investor Relations, 408/866-3666