First Things First: In the week ending March 16, 2007, the RF to Light 100 dropped 0.1%, YTD +2% at 2500. NASDQ down 0.6%. Qualcomm (up 10%) settled some of the lawsuits with Broadcom (up 1%). In the News: Another rough week on Wall Street. New U.S. inflation fears and concerns that the U.S. subprime mortgage market could disrupt the global economy caused a sharp sell-off mid-week. The Dow Jones ended down 1.4%, S&P 500 down 1.1%. The Dollar is at a three-month low to the Euro, at 0.7509. The good news is that the growth rate of the WLI index increased to 3.7% from 3.3%, bouncing back to a five-week high. Based on this indicator current recession fears are not justified. PIS (personal investment system): Within 5 year low: JOINED: Maxim and Zhone Within 2 year low: no change Within 5 year high: JOINED: Atheros Within 2 year high: JOINED: Avici Market Oversold Indicator: up to 80% (80% = oversold) Market Overbought Indicator: Top Five: Last Week: | Vitesse (+13%), Qualcomm (10%), Avici (8%), 3Com (7%), Oplink (6%) | Year to Date: | Harmonic (+42%), Anadigics (41%), MEMC (41%), Hittite (27%), Amkor (26%) | Bottom Five: Last Week: | Fairchild (-8%), Mindspeed (-7%), Rogers (-7%), Conexant (-6%), Ciena (-6%) | Year to Date: | Bookham (-42%0, Rogers (-23%), Powerwave (-20%), Conexant (-19%), Oplink (-17%) | | | | | | |
For the week of March 19th 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 +3% | Communic. Services: | -1%, YTD -2% | Network Systems : | +1%, YTD -1% | RF Semiconductors: | -1%, YTD +11% | RF Components: | +1%, YTD -2% | F/O Components: | -1%, YTD -5% | Miscell.: | 0%, YTD -1% | |