ADI: The SHARCs are circling! Message Board

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Technology Stocks : ADI: The SHARCs are circling!

ADI 275.81

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3:59 PM EST

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To: Scrapps who wrote (2318)	10/18/2000 9:00:49 PM
From: BostonView	Read Replies (1) of 2882

I'd say Intel has become the most over-analyzed company in techland. What's worse, some analysts (and dare I say the media?) in an attempt not to look foolish, focus only on that data which supports some bu!!sh!t pre-existing opinion about the health of INTC's business (no wonder it got upgrades and downgrades today). As far as I can tell, Intel made only a cautionary statement about their revenues in September (a far cry from an "earnings warning"). Turns out they hit the high end of their revised sequential revenue range (8% growth), nailed the original .41 earnings number (52% annual growth), enjoyed higher than expected margins (64% - WOW!), and despite a no-show in Europe, made all these numbers thanks to going gangbusters in networking, flash, motherboards, and its communications businesses. It's an insult to Intel that Wall Street rewards them with a 50% haircut - over $200 billion in market cap - simply because they're growing a few points slower on the top line. I understand management put the chill on the Q&A with analysts during the call. Good for them. Give them just enough rope... Anybody hear anything about the ADI/INTC partnership?? BV

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