New investor to RDCM here, coming in with a strong position. I'm another of the OBAS lucky ones hoping to get just a shadow of that success here (I still hold my entire OBAS position and have no plans to revisit that decision until $100/share).
RDCM is an excellent tech derivative play. VIP (voice over IP) is growing into a _major_ market. As an anecdotal observation, currently Cisco is removing every analog/digital phone for every employees and replacing them with IP phones. As more VIP technologies take over, basic testing and infrastructure plays should benefit greatly.
In particular, RDCM has some uniquely valuable solutions and technologies for testing of VIP streams.
Excellent board. Please keep up the good postings.
I feel that if the investor makes a change in his/her attitude toward the market due to inflation, etc. it will be toward those issues which have, or will have, a good earnings picture. As we all know, this is sometines hard to find in emerging stocks - those stocks we hope to be the first to find! The small caps should benefit from this search.
So far I am encouraged by the earnings picture for 1999 and the projected figures for 2000 (.06 - 1999 vs. .23 - 2000 projected) in RDCM.