I read this on the Copper Mountain thread. Nice blurb on ADI's strength in DSL:
thestreet.com
Kevin Landis: DSL. I'm joking around about it, but the DSL rollout is real.
TSC: What do you look at there? Do you go big, like SBC Communications (SBC:NYSE - news), or the smaller players, the Rhythms NetConnections (RTHM:Nasdaq - news)?
Kevin Landis: We look beyond that. DSL, for example, is the reason that Analog Devices (ADI:NYSE - news) blew their number out. Even as their handset sales were weak, they were so strong in the DSL market that they crushed the number. We own GlobeSpan (GSPN:Nasdaq - news). They're back in New Jersey, but a great company.
TSC: People in New Jersey are going to love the "but" in that sentence.
Kevin Landis: Well, uh ... they're sort of a Bell Labs spinoff, so that's the place to be for that. There's a Bay Area company that's trying to be a DSL chip star, and that's Centillium (CTLM:Nasdaq - news). We don't own that, we own GlobeSpan; you can play the equipment side of it. I know Lucent (LU:NYSE - news) and Cisco are targeting that, but there are other companies in play, such as Copper Mountain. You could put Rhythms and Covad (COVD:Nasdaq - news) in there. You want a big French company ...
Perry P. |
