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Strategies & Market Trends : Piffer OT - And Other Assorted Nuts

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To: KM who wrote (52007)9/11/2000 8:32:15 PM
From: Junkyardawg   of 63513
 
ADI>Remember the Conference call the CEO said that they had an "unamed tear 1" company which they have a significant alliance to announce and it will be announced shortly. I think he said by the end of this month. He said this company will already add 75 million in revenue to next quarters earnings. That is a 10% increase in earnings in one quarter on a single company and the CEO said they had 4 more companies lined up.
It is important to note that because none of this has offically been announced it is not factored into next quarters earnings.

No one knows for sure what this deal is but speculation is that it is in the fiber optics area using their new Othello chip. Again that is only speculation. We will have to see the offical news to find out.

ADI has a conference going on from today until the 13th. I have a hunch that they will announce this deal during this conference. That is only a hunch nothing more.

dawg
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