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Strategies & Market Trends : Z PORTFOLIO

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To: Susan Saline who wrote (4947)	7/21/2000 6:55:01 PM
From: Kelvin Taylor	Read Replies (1) of 11568

Sue, I'm not familiar with RFMD and KLIC. ANAD was killed not because of bad earnings but a sales slowdown in the second half of the year: "The maker of radio frequency integrated circuits beat Wall Street earnings estimates but said sales to its top customer will decline in the second half of the year." However, the same report the company says: Anadigics reported 21 cents a share, compared to 8 cents a share, for the same period one year ago. First Call expected earnings of 19 cents a share. The expansion of broadband sales is expected to offset the shift in revenue and earnings. the BPS level is $30 and has been since Nov. 99. with such a sell off I'm expecting a rebound from the overselling. its not like the company disappointed and warned of a shortfall, just the rate of growth MAY slow.

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