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Technology Stocks : ADI: The SHARCs are circling!
ADI 232.16+3.1%Nov 21 9:30 AM EST
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To: Rob C. who wrote (1131)11/4/1998 7:57:00 AM
From: BostonView   of 2882
 
This helps explain Drew's table-pounding endorsement of ADI on two separate appearances on CNBC last month (before this report was issued). It's clear that, tacitly at least, Cowen likes ADI's DSP "vertical integration" approach better than TXN's "horizontal" orientation.

Thanks for the report.

BV
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