Company expecting 270+ mil revenue with 50+ margins for 2001, at a little over 825 mill in market cap right now, this stock is a steal. Someone could take them out for a hefty premium if the market doesn't readjust it's valuation. Guilty by association with Ericsons problems has created an opportunity since the company's broadband products are taking flight.
The digital set top boxes for the cable industry are just beginning to ramp. Had digital cable insalled recently in Philly area (adelphia)and the technician said they don't even have close to enough boxes to meet all of the demand. ANAD dominates this field. After they beat current quarters estimates all of this uncertainty will disappear and this stock will start to get the recognition it deserves for it other business segments beside wireless. Just you wait and see. I am accumulating at these prices. A no brainer in my opinion.