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Technology Stocks : ADI: The SHARCs are circling!
ADI 225.20-3.0%3:59 PM EST

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To: BostonView who wrote (1891)8/8/2000 4:55:14 PM
From: Jim Oravetz  Read Replies (1) of 2882
 
This link has text from a recent Barron's article:Wireless

Message 14178185

Doom and gloom still exists, at least for this "short" guy. From the published results, he does pretty well.

While ADI DSP's are in the minority, as far as cell phones, they do have other slots that they supply parts for: power management, OP amp's etc. ADI is also hoping to get a LOT of design wins with its Othello (GSM) chip set.

IMO, the extreme growth projections are a little overdone. There will be solid cell phone growth over the next 3-5yrs.

Jim
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