ADI: The SHARCs are circling! Message Board

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Technology Stocks : ADI: The SHARCs are circling!

ADI 234.99

-1.1%

Nov 14 9:30 AM EST

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To: Mike 2.0 who wrote (2530)	12/1/2000 2:56:57 PM
From: BostonView	Read Replies (1) of 2882

I think you're referencing to the AC'97 v2.1 codec for advanced audio signal processing which ADI developed with INTC and MSFT. (OK, I looked it up) I think ADI's other PC-based product categories include voltage and temp. processor controls, LCD amplifiers, and power management technology. I may be missing one or more. The interesting fact is that ADI has been working hard to gain share on the desktop, or what they call "content-per-pc". It's likely that even in a a slower growth or flat PC market they could generate higher revenues next year, though it's still a small percentage (about 5%) of their overall revenue. Talk about you're basic win-win...if consumers aren't buying PC's this xmas, it's probably because they're out buying other hot products like DVD players, digital cameras and camcorders, blackberry pagers, and home theatre surround sound systems. ADI has significant or market leading share in all these! 22% of last Q's revenue came from ADI computer/consumer products category (vs. 45% for communications and 33% for industrial). BV

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