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Technology Stocks : Anaren Microwave

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To: robert b furman who wrote (128)4/28/2011 11:07:23 AM
From: robert b furman  Read Replies (1) of 137
 
Anaren down big at the open ,but on surprisingly low volume:

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Can't help but think this is a loing term great opportunity.

They've landed two big satellite deals - Irridium for 6 years and 20 million and a military funding project worth 5 million - this sucks up R&D and goes to cost of good sold.

It was big enough that they prehired engineers.

The wireless is growing at a surprising rate as 4ge is now being expanded faster than thought - no surprise tablets and smartphone are swelling capacity.

The AIR radio I do not know about but if as stated could double wireless revenue that would be 30 million.

They have now built our a complete line of spectrum for N America and Europe with quotes of 10 million.Total wireless was 15 million.

They said R&D was high on AIR radio.

Looks to me like this company is being aimed at higher margin big growth tickets and if they stumble (like now) but the discount.

There are two long term trend lines both going up nicely:

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