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Technology Stocks : John, Mike & Tom's Wild World of Stocks
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To: John Pitera who wrote (1441)7/7/2000 10:53:52 PM
From: Logain Ablar  Read Replies (1) of 2850
 
John:

I started trading AHAA last year after I read a Globe want
ad where they were hiring to add a whole 2nd shift
at their fab. Company has had only good fundamental news
and I don't see a slow down in their orders. A downside
and why I believe we have the recent weakness is MOT is a
major customer. MOT slow down rumors is hampering AHAA.

I believe analyst miss two points.

(1) The MOT business is high end not the low margin
business where MOT is having issues.

(2) AHAA has had some recent european wins.

Downside is RFMD, etc. are competitors.

Here is the chart:

65 ---------------------------------------------* ----------------------------65 -
64 X * 64
63 X O * 63
62 X O X * 62
61 * X X X O X O * 61
60 ---* ----------------------------X O X O ----X O X O --* ------------------60 -
59 * X O X O X X O O * 59
58 * * * X O X O X O X O * 58
57 X * X * X O X O X O X O * 57
56 X O X O * * X O X O X O X O 56
55 -X --X --5 O X O X * X * --------X O X O X O X ----O ------------------ Med55 -
54 X O X O X O X O X O X O * X O O X O X O 54
53 X O X O X O X O X O X O * X O X O X O 53
52 X O X O X O X O X O X O * X O X O O 52
51 X O X O X O X O X O X O * X O X O 51
50 -X O X O X O X O X O X O ----X --X ----O ----------O ----------------------50 -
49 X O X O X O X O X O X O X O 6 * O X 49
48 X O X O X O O X O X O X O X * O X O 48
47 X O X O X O X O O X O X * O X O 47
46 X O X O X O X O X O * O O X 46
45 -X O X O X ----O X ----O ----X ----------* ------------O X O --------------45 -
44 X O X O X O X O X X * O X O 44
43 X O X O X O O X O X * O X 7 43
42 X O O X O X O X * O O 42
41 X O O X O X * O 41
40 -X --------------------O X O X * --------------------------O --------------40 -
39 X O X O * O X 39
38 X O * O X 38
37 X O X 37
36 X O X 36
35 -X --------------------------------------------------------O --------------35
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