ADI: The SHARCs are circling! Message Board

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Technology Stocks : ADI: The SHARCs are circling!

ADI 310.88

-2.5%

Jan 30 9:30 AM EST

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To: BostonView who wrote (1812)	6/29/2000 11:32:01 PM
From: Jim Oravetz	Read Replies (1) of 2882

If you just look at the one line comment from the ERICY CEO it sounds bad. However, if you look at my recent posts on the ERICY board, he was talking about "3G" systems - they are at least 6-9 months away from being in production. In the meantime, sales of GSM systems (with improved data rates thanks to GPRS and EDGE upgrades) will not slow on bit. In fact, sales of GSM will outpace other technologies, like CDMA for at least 3-4 yrs. I think it was a stretch to link the ADI decline with the ERICY "news". Also, while ADI has component biz in cellphones, most of the DSP's used there are TXN's, not ADI's. Message 13965882 Make sure you use the NEXT link also. Jim

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