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Strategies & Market Trends : Roger's 1998 Short Picks

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To: Jay Quinty who wrote (2027)1/31/1998 2:45:00 AM
From: Amots  Read Replies (1) of 18691
 
Jay
AHA are not in the same field as ANAD.
They are making discreate components (Switches, attenuatores
microwave diodes etc.) that are used in any wireless and microwave
systems (other in the field are M/Acom).
ANAD are mainly into Power Amplifier moduls which can be build
somewhat cheaper (but more design work) using discreate components.
Hope this help and try TQNT for direct competition to ANAD
(earnings 2nd week of Feb.)
Amots
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