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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Elroy who wrote (67970)	3/21/2015 6:54:24 AM
From: w0z	Respond to of 95616

ANAD is in transition from cellular mobile markets (low margin) to infrastructure (higher margin) markets. See the March 10 Roth presentation for details. NB slides 15 and 14 which show their medium and long term financial models and recent results. Note especially GM (green) and EBITDA (yellow) on slide 14, which indicate real progress. They expect break even sometime mid-year. See their Feb 17 cc transcript for more details. Regarding writing covered calls on high growth high volatility stocks, I agree with you. A recent example was AMBA which was called from me and resulted in an unwanted and unnecessary short term gain. I eventually bought it back and have locked it in my long term capital gains vault until I see signs their competitive moat is weakening. Writing covered calls is probably much less risky on moderate growth stocks. BTW your 1k shares of $60 AAPL (late 2004) would equate to about 15k shares at $126 or $1.89M today (another BIG sigh).