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RF to Light Update - February 26, 2007

February 26, 2007
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First Things First:

The RF to Light 100 rose 0.2%, YTD + 6.1% at 2609 as of 2/23/07, a 5 year high. NASDAQ up .8% to a record 2515. Microsemi’s 1Q07 net profit rose 31%, stock up 18%. Analog Devices’ higher-than-expected profits and upbeat outlook pushed stock up 12%. RF to Light readers know from the chart that the market segment “Network Systems” bottomed out in 2Q06, “RF semiconductors” bottomed out in week 1 2007 and “fiber optic” appeared to have bottomed out 2 weeks ago.

In the News:

US stocks sagged this week in thin trading as investors fretted over a small but unexpected rise in inflation, higher oil prices and troubles for mortgage lenders. A rally in chipmakers propelled the tech-led NASDAQ Composite to a six-year high. As consumers have flocked to file-sharing, Internet phone services and online video on Web sites like YouTube, telecom networks have felt the strain. In response, they are buying up new gear to upgrade the "plumbing" that carries voice and data traffic around the globe.

PIS (personal investment system):

Within 5 year low : Exar, Zhone, Verizon. Maxim and Bookham exited.
Within 2 year low : Powerwave, Alltel, Solectron and Cree exited.
Within 5 year high : EMS exited
Within 2 year high : no change

Market Oversold Indicator:

Flat at 75%.

Market Overbought Indicator:

up to 68%.

Top Five:

Last Week:

Microsemi (+18%), Analog Devices (12%), Avici (9%), Bookham (9%), Maxim (8%)

Year to Date:

Anadigics (+48%), MEMC (40%), Hittite (36%), Mindspeed (30%), Amkor (29%)

Bottom Five:

Last Week:

ATC (-7%), Rogers (-6%), HP Compaq (-5%), Comcast (-3%), Cal. Amplifier (-3%)

Year to Date:

Bookham (-31%), Oplink (-17%), Rogers (-14%), Powerwave (-13%), ATC (-13%)

Your Opinion Matters

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For the week of February 26th

Microsoft Excel Document
Approx. 1MB .ZIP File; Broadband Connection Highly Recommended

The RF to Light 100 is an abstract of the RF to Light 100 Pulse of the Industry Report, produced by industry veteran Gunter Vorlop.

The full report includes extensive economic data covering 100 public companies operating in markets that include space & defense, communications services, network systems, RF semiconductors, RF components and F/O components. It includes 12 spreadsheets with charts that are updated weekly, providing financial insight into the microwave industry for investors and corporate managers.

Sign up:
To sign up for email notifications when the latest Pulse is available for download, click here >>

DISCLAIMER:

Views and data expressed herein are solely those of Mr. Vorlop and not of his employer, Presidio Components Inc. nor those of Microwave Journal.


By Sectors:

Space & Defense:

0%,YTD +6%

Communic. Services:

+1%, YTD +2%

Network Systems :

0%, YTD +5%

RF Semiconductors:

+4%, YTD +17%

RF Components:

0%, YTD +1%

F/O Components:

+2%, YTD +5%

Miscell.:

-1%, YTD +4%

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