ADI: The SHARCs are circling! Message Board

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Technology Stocks : ADI: The SHARCs are circling!

ADI 232.12

+0.9%

3:59 PM EST

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To: Perry P. who wrote (1727)	5/18/2000 3:59:00 PM
From: BostonView	Read Replies (3) of 2882

ADI is increasing cap spending to almost $300 million this year, but I don't know how much extra capacity that will yield or what capacity constraints they're bumping into at Taiwan Semi. Can you comment on this? As for margins, they may be at historical highs, but I think ADI has more pricing flexibility than other pure play analog or digital competitors since they've done a great job integrating and bundling a complex and complete solution set. This value-add positions ADI uniquely amongst its peers, IMO. It also looks like they're kicking TI's butt on the DSP front. They've hinted as much without saying it directly. BV

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