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Strategies & Market Trends : Picks of the quarter -- Ignore unavailable to you. Want to Upgrade?

To: Jim Mullens who wrote (530)	3/2/2006 3:55:09 PM
From: Taro	Respond to of 20435

I'll get back to you on that. Right now I am convinced that ATHR is a good bet at least through this quarter, most likely then through next quarter as well. Beyond that, hey this is a highly dynamic market area with huge potential, up as well as down. Any little mistake will cost your shirt. Remember Cirrus Logic back then? The darling of Wall Street - for a while. The huge guys like MRVL or BRCM can bury a mistake or two but an ATHR doesn't enjoy such luxury. But believe me, right now a few good things are happening at ATHR and that is in addition to their superior technology of Ph.D./CFO dominated management. Not that the latter is bad at all, just in a need to get balanced and I believe that is happening right now. Taro