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Technology Stocks : Celeritek(CLTK)- earnings up 1300%
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To: Marie Meyer who wrote (50)3/6/1997 4:36:00 PM
From: John Djzuba   of 212
 
Dear Marie,
Celeritek, suprising as it may sound, is listed more as a comm equipment/subsystem company than as a semi-fab company. The company puts togethor assembled front ends (fully operating units not needing further assembly) primarily for specialty markets such as military and L-Band mobile satellite. This probably accounts for their small customer base. It is also a reason for their dull performance in the last quarter....as announced on Dec 18 1996.The L-Band mobile satellite market, for which CLTK is a major front end supplier, is not ramping up to expectation (Check out the success of AMSC...listed as SKYC on Nasdaq). However, that's the past. From what I've read in a couple of published GaAs surveys (Microwave Journal, Aug/Sept??), CLTK seems to be in the process of converting into a GaAs semi supply house, speciallizing in the L/EHF band PA market. They are be producing GaAs wafers in quantities on par with ANAD and TQNT. In terms L/EHF band PA's, CLTK is probably way ahead of these other companies in production capablity. To me this indicates a major transistion for them into being a high volume and low price production chip company.It will put them in front row centre when the PCS handset market takes off./J-D/
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