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Strategies & Market Trends : The New Economy and its Winners -- Ignore unavailable to you. Want to Upgrade?

To: bob zagorin who wrote (30227)	9/11/2006 12:52:44 PM
From: Bill Harmond	Read Replies (1) \| Respond to of 57684

11:59 ATHR Atheros Communications presentation summary at the ThinkEquity Conference (15.91 +0.56) -Update- Co said they put digital and analog into one single chip. Co is expanding into several other markets right now. Co highlighted their partnership with QCOM in the embedded mobile space. Co noted their financial results have been quite strong. Co is moving more towards the consumer applications. Co is constantly trying to drive down the prices of their solutions so they can increase their T.A.M. Consumer should start to grow more and more over the years. Co said they are going to be number one in W.L.A.N. Co noted they have been investing and continuing to invest in new products. Co noted they have a strong balance sheet. Retail is about 44% of the co's business. Co noted UTSI was a 10% customer last qtr. Co said 11n is only supposed to be 10% of business in Q4. Co noted they are very strong in other areas such as 11g.