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Anadigics, Inc. Message Board

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  • lemonyelow1 lemonyelow1 Mar 2, 2007 12:08 PM Flag

    Professor Bottumfizzure is going to take pity

    Pretty good -- both form and content!

    Remember, I'm "on your side," but you do seem to violate (with the most minor of disclaimers) the "Past performance is no guarantee..." truism.

    That is, to be 100% clear, circumstances now are VERY different from what they were then. I know the bullish case is that they'll put this money to great use and bring tons down to the bottom line -- really soon and with really low risk.

    As the naysayers have said, what else would mgt (and its champions around here) say?! ... I'll bet that 1 in 5 people likely to read this have heard the expression, "the money's burning a hole in your pocket," so I'll explain that my blessed mother used that to mean that there's no small number of people and companies that do things a trifle "impulsive," shall we say, when they're in the chips.

    If you think ANAD got a mini-spanking for announcing its trip to the cap. mkts., I'm inclined to think they'd be bloodied were they to announce an acquisition, however sensible it appears/appeared on its face.

    Why do I drag this out?! ... Because just as someone pointed out that Cahill's words were (probably) less a factor of his, I'm sure, excellent "access" to information than they were Securities Analysis 101, ... so should one note that when the conventional wisdom says that "they don't really need the money," the way the dots get connected is via a "strategic acquisition."

    I make no prediction, mind you, but I'll voice my anxiety in the hope that someone can assuage (golly, I've never used that word, so I don't know precisely how to end the sente

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    • Lemon,

      I think I did cover the past performance with a very simple and colorful statement that means the same as the boilerplate you were looking for:

      <<<<<<<<Does History repeat itself?? I don't know but I sure would be wearing a diaper if I was betting against it doing so in light of what is known to date and what will likely be announced in the near term.>>>>>>>>

      Shorts especially love backtesting crap as if it guarantees some coin in their pocket so I aimed that post directly into that empty "Blimp Hanger" they call a Skull.

      I understand your Fears and they should be any logical investors' Fear as well. I will tell what I think about. I think Vitesse has an empty FAB in Colorado Springs I don't want them to buy. I think RED CHINA would dump a pile of incentives in ANAD's lap to build a leading edge GaAs FAB on their mainland where everything is cheap from Labor to Water and Electricity and EPA and environmental red tape is at an absolute minimum if not nonexistent an that has to be an attractive proposition to be studied and Mr. Market may pass out from Giddiness if ANAD announced such a plan.

      However, I think I like best the thought of a strategic supplier alliance with WIN Semiconductor in Taiwan. They have a perfectly good 6 inch GaAs FAB that can ramp to 100,000 wafers starts without too much grief. I am not saying ANADF should BUY IT outright (unless it is a gift of a pricetag and immediately Accretive to a FAT tune). I am talking about a strategic multi year wafer supply agreement with a minimum quantity stipulation that basically guarantees ANAD a certain WAFER capacity per year subject to change under certain circumstances of course. To keep everyone honest as well as incentivized and well capitalized I would also expect ANAD would make a startegic purchase of a certain percentage of WIN Semi to prevent any other "Wolf with the Roses" from showing up at the front door.

      I think about a lot of things. Perhaps we should ask the far more brilliant and insightful minds of "betternot" and "Texgeorgio" what is going on in their 50cc Craniums. I am sure they can crap something onto their keyboards.

      You take the high road and i'll take the low road, Lemon. We'll both get there in our sweet time, Brother.

 
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