techman

Anadigics: Short-Term Inventory Issues; Long-Term Existential Issues

I guess the author didn't hear the news that Anadigics new DOCSIS 3.0 amplifier is being used in the new IP cable set top boxes. I think he states that the new IP cable set top boxes won't need Anadigics. I which people that have the power of the pen would at least know what's in the pipeline of these companies before they write these nonsense articles.

Anadigics: Short-Term Inventory Issues; Long-Term Existential Issues

User 243736 it's stupid people like you that ditch shares at their 52 week low and lose all your money.

Anadigics: Short-Term Inventory Issues; Long-Term Existential Issues

The article is extremely biased. Why would this not affect SWKS and TQNT who have guided higher for next quarter? From what I've read about Peregrine from other sources, they are no where near developing this technology to replace GaA chips.

Anadigics: Short-Term Inventory Issues; Long-Term Existential Issues

This article is poorly thought out and is pure speculation. All technology becomes obsolete at some point. However speculating that some start up private company is overtaking the PA business is simply not true. Anadigics simply lost some market share and is having its first poor quarter in a very long time. Competitors such as SWKS and TQNT are guiding for record revenue with a good percentage from 3G PAs. If new technology is hurting Anadigics, then the same should be true for its competitors. Hate to read articles like this when a company reports one bad quarter. Lets wait to see if the weakness continues for a couple of quarters before we right off the company.