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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?


To: Jay Quinty who wrote (2027)1/31/1998 2:45:00 AM
From: Amots  Read Replies (1) | Respond to of 18691
 
Jay
AHA are not in the same field as ANAD.
They are making discreate components (Switches, attenuatores
microwave diodes etc.) that are used in any wireless and microwave
systems (other in the field are M/Acom).
ANAD are mainly into Power Amplifier moduls which can be build
somewhat cheaper (but more design work) using discreate components.
Hope this help and try TQNT for direct competition to ANAD
(earnings 2nd week of Feb.)
Amots



To: Jay Quinty who wrote (2027)1/31/1998 3:13:00 AM
From: Dan Ross  Respond to of 18691
 
No problem....DCF is an acronym for DISCOUNTED CASH FLOW....It is a method whereby you calculated a company's free cash flows....Then you discount (divide) the forecasted numbers to calculate a value for each year's value in terms of $$$. This value is divided by the number of shares to calculate a value per company....

If you would like to see a DCF let me know as I have 5 or so done......(different companies)

As for the secret handshake.....Simply put <> around the letter I to italicize things and </> around the letter I again (at the end) to de-italicize things....If you don't put the <> at the end everything will be italicized......Just so you know, the / goes before the letter I in the last brackets.....Hope this doesn't confuse you more.....

P.S. Simply insert the letter B where I told you to put I and it will bold letters...

Dan Ross



To: Jay Quinty who wrote (2027)1/31/1998 11:53:00 AM
From: Mama Bear  Respond to of 18691
 
italics boldface

Look at the above on the list of posts, and it will show you how to place the code to italicize and boldface.

Barb



To: Jay Quinty who wrote (2027)1/31/1998 1:54:00 PM
From: Perry  Respond to of 18691
 
FYI, re: AHA

AHA reported on Jan 15 including positive book-to-bill, plans to increase capacity, and a comment that the company continues to expect to show growth, quarter over quarter, in orders, shipments and profits.

Although they both make GaAs-based components for wireless communications, this sounds like a whole different world compared to ANAD.