ADI: The SHARCs are circling! Message Board

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Technology Stocks : ADI: The SHARCs are circling!

ADI 275.81

+0.5%

Dec 22 3:59 PM EST

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To: Jim Oravetz who wrote (2594)	1/11/2001 4:47:42 PM
From: Bob Trocchi	Read Replies (1) of 2882

Jim... In the Merill report you cited, I have copied out the "snippert" shown below. >>In the analog space, Osha noted that Analog Devices and Linear Technology have not seen weakness in their core businesses yet, but through checks he has found that problems are already evident in "weaker" analog companies including National Semiconductor Corp. (NSM), Fairchild Semiconductor International Inc. (FCS) and Intersil Holding Corp. (ISIL).<< Could it be that NSM and FCS and ISIL are having problems because ADI is beating them? Or could it be that these companies are in sectors that are hurting? ADI as I recollect has presence in so many sectors that any one or two with slowdowns will not hurt them as much. Any info or opinions would be helpful. Thanks Bob T.

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