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Technology Stocks : ADI: The SHARCs are circling!
ADI 281.21+1.4%Dec 5 9:30 AM EST

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To: Jim Oravetz who wrote (2725)4/17/2001 1:24:40 PM
From: Scrapps  Read Replies (1) of 2882
 
Jim that Thomas Weisel cut seems strange to me being based on DSL. My understanding is ADI ADSL chip sales are mostly outside of the U.S. where the demand is very strong still.
A simple search on Yahoo of the business wire today turns up items on DSL rollouts in China, Japan and elsewhere. I'd rather see a report from a company like DataQuest before I'd place much trust in Weisel's cut.

Don't know if you've seen this, but this guy does a good job keeping track of ADI & AWRE in regard to ADSL....

geocities.com
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