Hi all - FWIW, I have finally completed my position in ADI today by swapping some TLAB into ADI. I didn't get the best price, but they will do for now.
If we look at the ADI story in itself, I don't see too much weakness. If the analysts want to throw the baby out with the bathwater, so be it!
Additionally, I am beginning to wonder what the ADI/INTC partnership will lead into [warning, rumormongering <VBG>!] I mean, I prefer ADI to stay independent, since her growth potentials are very good, but considering the needs for INTC to go beyond being the CPU champ, it may need a lot of help, if you get my drift <VBG>! Yes, it is a bit far fetch and wholely unsubstantiated, but the possibility is a freebie!
best, Bosco |
