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

To: geoffrey Wren who wrote (389)	3/11/1998 11:48:00 AM
From: Marie Meyer	Read Replies (1) \| Respond to of 1079

<<I am trying to figure out how much the market is punishing ANAD for company specific problems, and how much for the supposed weakness in GaAs going forward. I was thinking it had a lot to do with the latter, but then I notice this company (Vitesse) trading at a 15 price to sales ratio also dependent on GaAs. What am i missing? >> Anadigics and Vitesse both produce GaAs circuits, but they make very different products and are selling them into very different markets. Anadigics concentrates on analog devices and their prime market for the past few years has been wireless and DBS. Vitesse concentrates on digital devices and their prime market it high speed fiber optics. So IMO there is not much convergence between the two.