Roger's 1998 Short Picks Message Board

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Strategies & Market Trends : Roger's 1998 Short Picks

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To: Dan Ross who wrote (2029)	1/31/1998 3:57:00 PM
From: Amots	Read Replies (1) of 18691

Dan I'm using Anadigics products at the 1.5GHz and higher. Most of the current market is at the 800-950 MHz where TQNT products are some what cheaper, but there are many other players. Above 1.5GHz there are not as many players (but more and more are stepping in) and in the power levels I'm working at (1-2 Watt) ANAD has a good product/price units. When more dual band phone and higer power PCS will come out there is a chance for recovery at ANAD (I will go long then, look at DSP (used to be DSPC) for the same kind of drop from 25 to 6). Good Luck (and short MOT) Amots

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