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 Technology Stocks : Anaren Microwave

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To: robert b furman who wrote (121)2/11/2010 3:04:43 PM
From: robert b furmanRead Replies (1) of 137
 
Just added to Anaren @ 11.28.

This might be a buck over book,but I just can't see any stock with the earnings power - even if it declines a penny over the next 2 quarters as management wisely chases after higher margin products.

If custom products gets traction like they did in December it won't reduce anything and if they gain new projects with long build run times and hhigher margins,we'll have a nice growing book value that goes up 8% a year.

Now that's what I call a nice long term growth stock.

I'll accumulate more on price weakness,and be patient.

Full disclosure I'm long and long love the satellite sector - it just simply is the future of telecom.

IMO

Bob
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