ADI: The SHARCs are circling! Message Board

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Technology Stocks : ADI: The SHARCs are circling!

ADI 276.83

-0.2%

3:59 PM EST

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To: slacker711 who wrote (2788)	1/16/2002 11:09:22 PM
From: Jim Oravetz	Read Replies (1) of 2882

Thanks for the heads up on the ADI report. Yes, I would have to agree that they covered the business segments and the breath of products very well. I was particularly interested in the cut that pretty much gives TXN a real leg up in the DSP area. Although it was interesting to see that outside of cell phones, where TXN is pretty much a lock with NOK, ERICY etc., ADI actually has some good business and is competitive with TXN. I was also interested in the seemingly low penetration of the Othello chip set into GSM handsets. While Siemans is an up and coming headset maker, the real cash is with the aforementioned companies. GSM is still expected to grow over the next few years, at least three or more solid yrs with the introduction of GPRS and EGDE technology that will up the data xfer rates. Jim

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