SI
SI
discoversearch

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: Sid Stuart who wrote (407)4/3/1998 2:45:00 PM
From: Nevin S.  Read Replies (1) | Respond to of 1079
 
Glad to see someone else is following this company. I looked over their latest 10K (came out a couple of days ago) and didn't see anything more detrimental that what they previously announced when earnings came out last quarter.

I did note that approx. 30% of their sales/revenue comes from cable tv boxes (General Instruments) which is good because this sector will benefit from new orders from cable companies over the next few quarters.

Their power amp business still mystifies me or rather I should say that the shortfall in this are is still a mystery. I thought possibly RFMD was stealing some business from them with their GaAs HBT technology but they just reported an earnings shortfall because they had packaging problems.

Haven't studied this fully yet - looking for any input others may have to offer.