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Anadigics, Inc. Message Board

  • peterolof peterolof Apr 4, 2000 7:09 PM Flag

    RFMD vs ANAD

    I am interested in a wireless infrastructure
    company and I am choosing b/t RFMD and ANAD. I realize
    that both are great companies, and I have done my DD
    on both. Any advice/rec's from the board re: your
    preferences, long-term growth, customer base, differences,
    etc. Please no hype nor bashing. Thanks!

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    • is more reasonably valued than RFMD. ANAD's main
      customer is Ericsson, which has lost some market share to
      Nokia recently. However, Ericsson is bringing 3G
      wireless phones to the market soon, which should help
      ANAD's business. RFMD derives 60% of its revenues from
      Nokia, which is clearly the leader in the headset
      market. That's probably why RFMD commands a higher stock
      price relative to ANAD's. ANAD is trying to diversify
      into the optical components business but has failed to
      acquired another private company recently, which was
      bought by Contextant (check spelling). However, ANAD is
      actively seeking other optical networking candidates.
      Expect some major announcements in a month or two. No
      hype here, just my DD. Hope this helps. I own many
      shares of ANAD... but not RFMD... would like to own them
      both plus AHAA....

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