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Sat Aug 9th 23:54 PM | Rating: 0 0
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Anadigics Sell-Off Overdone - Needham

1. Weak Economy - CEO cites weak economy for lower revenue. I do not believe in his theory. Though economy is weak acorss all globe, cell phone market is growing in double digits. Users in the Developed worlds are going for smart phones. User base is multipling in developing countries. If the market is weak, people should not have queued up for iPhones.
2. Competitive Edge - Is ANAD is losing its market to competetors? I see lot of new entrants in this market. Technology is rapidly changing. ANAD being old (started in 1984) , I suspect they are losing technical advantage and hence competive edge.
I suggest do your research, prove my number 2 is worng and then buy.
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Sat Dec 8th 00:58 AM | Rating: 0 0
Commented on:
First Marblehead Unfairly Battered

This company may even go bankrupt, if credit crisis continues. I suggest read an indepth article written on this

biz.yahoo.com/ap/07120...

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