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Technology Stocks : ADI: The SHARCs are circling!
ADI 292.930.0%Jan 7 3:59 PM EST

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To: MarkR37 who wrote (2200)9/26/2000 11:51:51 AM
From: Bosco   of 2882
 
Hi Mark - no one knows for sure of course, but $1B is probably not enough to build a fab, maybe upgrade to get better yields. Again, my guess is that the proceed is probably for a variety of reasons, and she is not in a dire need for capital, so it is likely she is locking in some good rates. And 4.75% with a conversion price of $129 is a pretty deal.

best, Bosco
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