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Strategies & Market Trends : Technical analysis for shorts & longs
SPY 681.76-1.1%Dec 12 4:00 PM EST

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To: xcr600 who wrote (25799)3/29/2000 12:55:00 PM
From: Johnny Canuck   of 69031
 
Hi X,

>>Did you see the plug Pisanni(CNBC) gave TDY yesterday
>>before the close? I managed to get a few under 21 before
>>the stock was halted. He compared the company to RFMD
>>because of their power amplifier line.

I do not have cable so I don't get Pisanni's coverage.

I am not sure I would put this company with RFMD. It is attractive because it has a P/S below on and a low P/E.
Most of the revenues still come from military contracts (about 60 percent). Most of the fiber optics, MEMS and broadband initiative are new and a probably only a small portion of revenues at this point.

I have some questions about the earnings they reported last Q. The spinoff from ATI makes it hard to figure out if the earnings will be consistent. It has a huge amount of inherited debt for a small company with a low float too.
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