AWARE Message Board - Msg: 15545522

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Technology Stocks : AWARE

AWRE 2.010

-1.0%

Dec 26 9:30 AM EST

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To: Scrapps who started this subject	3/22/2001 9:30:11 AM
From: Peace	Read Replies (1) of 2404

This is from a Lehman report on ADI. xDSL - ADI is an industry-leading supplier of components in the DSL arena. Currently, ADIs products are focused on the analog front-end (AFE) portion, with a new emphasis on expanding into data pump sockets. The company is currently selling primarily into the central office (CO), and through its early entrance into the market, has secured a dominant market share position as DSL deployment is now in full swing. The company estimates that 75% of all DSL lines utilize ADI line drivers. ADI shipped a total of 8 million lines in FY00, well above its initial estimate of 3 million. In FY01, ADI expects to ship 16 million lines and grow its xDSL revenue 75% y/y. We believe ADI is in a competitive position as the AFE gets integrated into the DSP, or data pump socket.

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