Anadigics $ANAD is supplying 2 dual band amplifiers for power amps in the Samsung Galaxy S III at Sprint. This is huge win for ANAD. This is by far the best win for them in years. In the past they have only won a single band amplifier. Now that have essentially 4 with this new phone and the demand is extremely hot. Check out the article below on how Sprint can't fill the demand from pre orders. Also, ANAD is supplying the same in a non Sprint Galaxy S III, but didn't say with which carrier. My intuition tells me it is Verizon. Not sure why they would not disclose it on the call. They simply said the non Sprint Galaxy S III is ramping before the Sprint phone. On the conference call on May 1, CEO was asked about revenue. He said "we are ready to go" (meaning haven't shipped yet, just waiting for the word to process). He said there will be some revenue in Q3, but most revenue will start in Q4. Compelling buy!!!
Sprint says they can't fill all of the orders because of its popularity!!! Great news for ANAD!!
http://www.pcmag.com/article2/0,2817,2406051,00.asp
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