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Non-Tech : Invest / LTD

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To: The Ox who wrote (11925)2/4/2000 6:35:00 AM
From: Thean  Read Replies (1) of 14427
 
ANEN is a tiny floater with only 3 plus million. Its PE is lower than the pure play specialty semi's probably because of its "defense" business. TWR, which has supplied the key technology to RFMD's chips, can not command any respect from its stock price because of its defense "baggage".

I don't know if ANEN's management is clarifying their product mix going forward to underweight defense. If that is the case, ANEN would have a chance to switch from its projected growth rate from the 20's in the next 2 years to the 30's I think. Chart looks good LT however, but currently may experience a topping pattern.
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