Thread,
We are actually getting a lift from earnings, probably because we sold off so much leading into them. This company is so strong, I am so impressed after every CC and earnings release, it just keeps getting better. I pray for some stability going forward, growth fears should be alleviated, less than 1% exposure to Korea, #1 switch company and putting the $$ into R&D to stay there, new design wins, and a fundamental shift from SI to GaAs, all should position AHAA for a beautiful future. I also like the fact that they are getting design wins everywhere and most significantly in new and next generation products, AHAA does have the technology lead in its markets, and is so focused on staying in the lead. Really, this is one of the strongest companies, fundamentally that I have ever come across, and at a reasonable valuation!!
Go AHAA!!!
Cheers,
Tom |
