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Technology Stocks : California Amplifier - 2 -- Ignore unavailable to you. Want to Upgrade?

To: John D. White who wrote (1588)	4/9/1999 3:51:00 AM
From: faqsnlojiks	Read Replies (2) \| Respond to of 2267

Seem to remember these guys making the LNA/LNB gizmo on the top of my 10 foot dish (I put it up like 7 or 8 years ago.) Anyway, what do they do now and what is their growth potential? Not too many C-band dishes going up any more. That is just a very small part of what they are currently involved with. From the company filing: Fred Sturm, Chief Executive Officer, commented, "We were pleased to return to profitability and quarter-to-quarter sales growth in the fourth quarter of fiscal year 1999. Increased sales and continued cost containment programs both contributed to the improved results. The increase in fourth quarter sales as compared to the prior year fourth quarter was primarily a result of increases in Satellite Product sales as we focused on product opportunities in DBS markets. California Amplifier, ISO 9001 certified, designs and manufactures a broad line of amplifiers, downconverters, antennas, and integrated products for the reception of microwave signals used primarily in conjunction with broadband communications worldwide. The Company's Satellite business unit produces reception components for worldwide DBS/DTH transmissions as well as consumer and commercial grade products for both C and Ku band applications. The Wireless business unit provides reception solutions for the Wireless Cable (MMDS) industry and markets MultiCipher(R), a proprietary broadband encryption technology for conditional access of multichannel television systems. The Voice & Data business unit produces two-way wireless solutions for innovative voice, video, telephony, interactive, and networking applications. Micro Pulse, a consolidated subsidiary with 50.5% ownership investment, designs and manufactures components for a broad range of antenna primarily for GPS and wireless applications. At one time, the company placed an emphasis on the C-band systems and technologies, but has shifted that focus to the KuBand (18in. dish) market. It was a somewhat slow transition from their focus on C-band to KuBand. The C-band market dropped off, and this is reflected in the stock price. IMO, this move to shift focus to KuBand is great news and can only help us as shareholders. Especially if they put alot of effort into expanding the KuBand MDU (apartment building) business. The LNBF used in this configuration is attached to each "cable box" in the building. So while you may only have 1 dish on top of the building...you have hundreds of these LNBF's. And guess who makes the LNBF's...that's right, CAMP. In addition to focusing on the DBS market (satellite cable), it appears that they have pushed their MMDS (wireles cable and data) technology. IMO, MMDS is also a potential big time money-maker for CAMP. CAMP makes several devices that are used in MMDS. A big factor here for CAMP is the lack of competition they face. My understanding is that Connifer (a private company) is the only company that is in competition with CAMP in antenna sales. Less competition means greater market share. Rumors abound that WCOM is looking to expand it's interest in MMDS...if true, this could be awesome for CAMP. In conclusion, I'm not saying we'll see that $48/sh. mark anytime soon (if ever), but I do think that if CAMP can continue to expand in the DBS market with their LNBF, as well as get the MMDS thing going. Well, we could do quite well. All above is JMHO. I'm not an employee of CAMP, nor am I a broker. I'm not compensated in any way by CAMP, except that as an individual investor, I do well if CAMP rises in value. Good Luck and do your DD. -Joe