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Technology Stocks : ADI: The SHARCs are circling!
ADI 277.32-0.3%3:59 PM EST

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To: WTSherman who wrote (2705)3/29/2001 12:19:36 PM
From: Jim Oravetz  Read Replies (2) of 2882
 
FWIW, found this research report:Impact of Direct Conversion Receivers
March 2001

Direct conversion receivers are not new. However, they have failed to gain significant share in the market, that is, until now. Phone manufacturers such as Alcatel produced the first widely used units in the cellular world internally, but many first models were widely believed to have uneven performance. Since then, several off-the-shelf models have come to market that promise stronger performance. The first of these was the Othello chipset by Analog Devices Inc (ADI), but within about 18 months, ADI's product was followed by a flood of competing designs from semiconductor houses such as ParkerVision, Texas Instruments and Conexant.
Product ID: IUE0301
Price: $100.00

alliedworld.com

WTS:
I agree with most of your post except for the statement that the wireless market is saturated. While some European countries have up to 70% penetration, the US has somewhere near 40%. Additionally, Asia and especially China has LOTS of room to grow.

Dataquest slashes worldwide handset forecast by 12% for 2001
By Semiconductor Business News
Mar 20, 2001 (11:06 AM)
URL: semibiznews.com
SAN JOSE -- In another bad sign for the cellular-phone industry, Dataquest Inc. here today (March 20) reduced its forecast for worldwide handset market by about 12% in 2001. At a recent event hosted by Dataquest late last year, the market research organization projected that the worldwide handset market would grow from 412 million in terms of unit shipments in 2000, to 576 million in 2001.
Now, Dataquest has slashed the forecast, saying that sales are projected to exceed 506.5 million units in 2001, a 23% increase over 2000. The growth rate is slower than in 2000, when worldwide mobile phone sales were up 38% over 1999.
snip....

Message 15566085

Jim
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