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Technology Stocks : Celeritek(CLTK)- earnings up 1300%
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To: Robert Walter who wrote (89)5/8/1997 4:55:00 PM
From: John Djzuba   of 212
 
Robert:The Ericsson order to CLTK was for a 1800 MHz PA, the Anad AWT0908 device works at 900 MHz: totally different market niche and technology. I think both Anadigics and Triquint control most of the 900 MHz cellular handset PA market...which developed before CLTK could really make any inroads.Its in the 1800-2000 MHz PA market for PCS phones where CLTK really has the ability to displace either ANAD or TQNT and become a market leader. They have dozens of different types of devices available.

Incidently, CLTK is very focussed on the 1800 MHz GSM PCS market, which will compete substantially with the 1800 MHZ CDMA PCS market. People tend to forget that GSM is much more of a world standard than CDMA./J-D/
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