You guys and gals are killin me with your glee! What a Q, and more to come down the road.
I thought maybe the reason that ADI was not on the list today was that MSDW guys don’t cover ADI, guess again:
Covered Brokers (ADI)
A.G. Edwards and Sons, Incorporated
ABN AMRO, Incorporated
Adams Harkness and Hill, Incorporated
Banc of America Securities LLC
Bear Stearns and Company, Incorporated
Chase H&Q
CO FORECST
Dain Rauscher Wessels, Incorporated
Deutsche Bank Securities
Frost Securities, Inc.
Gerard Klauer Mattison and Company
Goldman Sachs and Company
J.P. Morgan Securities, Incorporated
Lehman Brothers, Incorporated
Merrill Lynch and Company
Morgan Stanley,Dean Witter and Company
Salomon Smith Barney, Incorporated
S G Cowen Securities Corporation
Thomas Weisel Partners
UBS Warburg
quicken.com
Long Term Growth Rates
NVDA 30.0% 2 analysts (one has the rate at 20%, the other at 30%)
ADI 26.1% 15 analysts
You are so right about NVDA, market cap $4.7B vs. ADI $27B and growth rates across all product lines that would make any CEO beam. (FWIW, ADI had the 4 biggest market cap of anyone on that list - INTC, MU, STM, ADI....) Fishman is almost screaming at analysts to wake up!! Even in today’s "forward looking statement" environment, he is stepping to the podium and telling it like it is. Then again, there are some straggler BUY recommendations. I guess some firms don’t have STRONG BUY ratings.
Lots of cash, hummm! Well, I think they already announced a capital equipment expenditure increase this year. I bet they kind of wish they had more fab’s to make the $dough$, I mean I.C.’s. Not sure if Siemens and ADI have going. Siemens spun off the semi division (Infineon - 10th largest in the world) not long ago. Siemens has been making a big comeback in the mobile phone area lately. A few yrs ago, they were a bit player, now they are taking market share from MOT, NOK and ERICY. They are pouring $1.5B into China for cell phone related stuff. Maybe ADI will be getting some of the 30M phones that Siemens contracted out not too long ago?
This best is yet to come:
01/04/2000 World’s First GSM Direct Conversion Radio Chipset Wins Electronic Products
Magazine’s Product Of The Year Award
02/22/2000 Analog Devices Named Fastest Growing DSP Supplier
02/24/2000 Analog Devices Announces First 3G Radio Chip
03/13/2000Analog Devices To Power Mass Deployment Of ADSL In Korea
04/11/2000 Analog Devices Wins Top Honors At EDN'S 1999 Innovation Awards (Electronic Design News)
05/30/2000 Analog Devices’ New Operational Amplifiers Revolutionize Single Supply Design
06/12/2000 Analog Devices Introduces The World’s Smallest And Least Expensive
Micromachined Tilt/Motion Sensor
06/15/2000 Analog Devices Named One Of The Top Ten Info Tech Companies By Business
Week
07/10/2000 Analog Devices Named Fastest Growing Supplier Of V.90 Modem
Semiconductors
08/01/2000 Analog Devices Is Fastest Growing Supplier Of Consumer Analog ICs
Jim |
