ADI: The SHARCs are circling! Message Board

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Technology Stocks : ADI: The SHARCs are circling!

ADI 296.22

+0.8%

Jan 13 3:59 PM EST

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To: Ramsey Su who wrote (653)	8/20/1997 10:57:00 PM
From: Ren Liu	of 2882

Ramsey, ADI should be able to grow faster than the current pace. It is nice to see the capital expenditure is up from $32M to $45M for the last quarter. I think ADI should focus its resources to the high performance linear IC business while growing the DSP and system IC business. It is clear from the earning report that ADI is capacity limited to its linear IC products. Somehow, I felt that ADI had slowed down its expansion plan over the last year. Now, they just try to catch up with the market demand. Again, ADI's stock price action is somewhat boring, but it gives good return over the years. As I mentioned earlier, for the long run, I like both ADI and TXN. Ren

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