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Strategies & Market Trends : Bosco & Crossy's stock picks,talk area -- Ignore unavailable to you. Want to Upgrade?

To: Bart Hoenes who wrote (26866)	2/21/2007 4:53:50 AM
From: Crossy	Respond to of 37387

Bart, FYI .. I sold my ANAD position yesterday, although it could still enjoy some momentum run.. The most important ratio to me for semis (Price/Sales and EV/R) is ultra-high for ANAD.. it's around 4-5 right now (depending whether you count implicit, forward or TTM revenues). Even its direct competitors are way cheaper (RFMD, SKWS, TQNT ...) . However I like power semis even better than the compound plays like ANAD becuase power is less cyclical than suppliers to handset makers - so I will plow back my funds from the ANAD sale to the power semi universe.. yet to decide.. thanks for your links ! CROSSY