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To: robert b furman who wrote (126)4/15/2011 4:01:53 PM
From: robert b furman
   of 137
 
Filed with SEC:

files.shareholder.com 

Anaren has recieved a $800,000 termination fee.

600,000 agreement and up to 200,000 for legal fees.

Should add 5.3 cents per share in Q2? as they received the money as of 04/15/10.

This happened to Micr Semi and they got a 2.00 pop upon earnings announcement.

Most people do not keep this close track on a company.

I like it when management works tight deals and doesn't take a bump.

Bob

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To: robert b furman who wrote (127)4/27/2011 6:02:12 PM
From: robert b furman
   of 137
 
Q3 earnings:
finance.yahoo.com 

First glance a light miss by 5 cents per analysts.

Combination of increased R&D on an large irridium satellite contract and a military first phase satellite funded R&D.This contract just got approved lat week and they hired engineers Dec and January so cost went to R&D which dropped margins 340 basis points.

Sala said future R&D woulkd go down.

Wireless R&D is up for AIR radio which has potential to double sales but off in time 2012 due to software programing lags. Great business for future.

Xinger for 4ge surprising in orders - coming on much faster than anticipated.

Start up yields are low and will increase with continued experience and improved sales rates.

Space and Satellite growing modestly new hires =R&D peaked this quarter with wireless growing faster and yield improvement will continue as new faciltiy expansion has been completed at unicircuit.

next quarter the same as this and working on yields.

Q3 2011vs Q3,2010 had a 7 cents IRS gain as overtaxed payments were acknowledged.This brought down tax rates in 2010,so that was a one of vs 2011.

New product hiring and ramp for 4ge wireless drove margins down and R&D up.

Same level of business with lower Opex will give better bottom line.

600,000 was recieved and will be in next quarter's other income.Legal expense of 200,000 has been previously expensed in past quarter and will show as other income also.

If you note guidance gaap and non gaap are the same so the gain from AML merger termination will cover options expense and impairment write off.

Book value will grow about 1.70 this year and cash grew about 7 million with few stocks bought back.

only 453,000 authorized to be bought back and a 10,million debt payment must be coming in 2011 H2?

Good future and not aware of any cancelation if government austerity hits!!

Bob

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To: robert b furman who wrote (128)4/28/2011 11:07:23 AM
From: robert b furman
   of 137
 
Anaren down big at the open ,but on surprisingly low volume:

screencast.com 

Can't help but think this is a loing term great opportunity.

They've landed two big satellite deals - Irridium for 6 years and 20 million and a military funding project worth 5 million - this sucks up R&D and goes to cost of good sold.

It was big enough that they prehired engineers.

The wireless is growing at a surprising rate as 4ge is now being expanded faster than thought - no surprise tablets and smartphone are swelling capacity.

The AIR radio I do not know about but if as stated could double wireless revenue that would be 30 million.

They have now built our a complete line of spectrum for N America and Europe with quotes of 10 million.Total wireless was 15 million.

They said R&D was high on AIR radio.

Looks to me like this company is being aimed at higher margin big growth tickets and if they stumble (like now) but the discount.

There are two long term trend lines both going up nicely:

screencast.com 

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To: robert b furman who wrote (129)4/28/2011 11:30:51 AM
From: robert b furman
   of 137
 
OK ,

The story becomes clear a block of 25,000 shares at 16.05 on 76,000 shares for the moning.

Whens the last time you bought a 1/3 of the days trades and drove the price up a nickel - never.

This is a deal from an institution to buy 25,000 and we'll give you a 10-15 cents mark up.

It most often ends the decline.

As the cumulation is no longer availAble so close out the trade.

screencast.com 

bOB

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To: robert b furman who wrote (130)4/28/2011 11:34:29 AM
From: robert b furman
   of 137
 
ANOTHER 25,00 BLOCK AT 16.05 !!

screencast.com 

bOB

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To: robert b furman who wrote (131)5/13/2011 1:59:22 PM
From: robert b furman
   of 137
 
I love these guys:

us.mg201.mail.yahoo.com 

If all shares were repurchased that would bring outstanding down to 13,750,000.

These guys are very stock holder friendly.

My bet is that the 4ge base station components and Air radios will double wireless revenue next year and this stock will be in the thirties.

Bob

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To: robert b furman who wrote (132)8/2/2011 2:20:22 PM
From: robert b furman
   of 137
 
There has been a big seller @ 19.40 all day.


screencast.com 


I think he's done and at this very oversold point the bid ask has jumped from the 19.33-1940 to 19.47-19.53.

What a lousey market and earnings for ANEN are due out tomorrow.

This is also the day the politicians have signed the debt ceiling extension - what a bunch of noise!!

Let's rock ANEN.

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To: robert b furman who wrote (133)8/4/2011 9:34:21 AM
From: robert b furman
   of 137
 
Good/Great earnings report:

finance.yahoo.com 

Q4,10 cent earnings beat, Q1 above consensus Revenue in line.

bought back more stock, huge cash flow.

Bob

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To: robert b furman who wrote (134)8/4/2011 3:21:20 PM
From: robert b furman
   of 137
 
In a bloody watershed down day Anen has been a rock.

With the market down over 400 dow points Anen traded down to 19.32 for a millisecond.

Yesterday's close was 19.50.

Average volume for Anen is 94.24 thousand shares.

With an hour to go volume today has been 272,000 shares over triple by the close I'm sure.

There is only one way that many shares trade with out the price dipping - institutional support.

It surely wasn't the two trades I made today @ 19.36 and 19.49.LOL

Anen will be the first to lead this selloff - however much more it has to go.

What a solid stock and what a solid Board of Directors!!

This is a good stock to accumulate IMO

screencast.com 

Longer term:

screencast.com 

Bob

Bob

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To: robert b furman who wrote (135)1/26/2012 9:14:42 AM
From: robert b furman
   of 137
 
Earnings announced yesterday:

finance.yahoo.com 

finance.yahoo.com 

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