Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Anadigics(ANAD) - Is anyone following this Company? -- Ignore unavailable to you. Want to Upgrade?

To: Nevin S. who wrote (327)	1/31/1998 8:50:00 PM
From: Richard H.	Read Replies (1) \| Respond to of 1079

I looked back at my notes from the conference call. When some analyst questioned CEO about the impact of Asia, CEO said something like "Asia financial crisis is not the most severe problem". They were all trying to pin him down after that as to which customer(s), which platforms were the problem. CEO did not want to say too much. He talked generally about customers wanting a "second source" of supply, "competitive solutions", "product life cycles" coming to an end. He did not seem to blame Asia very much. CEO did say some customers have too much product in the pipeline, slow ramp. Best of luck.