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Technology Stocks : ADI: The SHARCs are circling!
ADI 320.31+2.9%Feb 4 3:59 PM EST

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To: Jim Oravetz who wrote (2870)12/13/2006 4:32:02 AM
From: Tom Caruthers  Read Replies (1) of 2882
 
Jim,

I have been in ADI for a decade and it has been good to me. But ADI has got to do something in the near term. Plagued by scandals, management mis-steps, and a lack luster market, I think Fishman has got to go. Or the company should look to finally sell itself. I would love to see an Intel/Analog combination. I don't think selling off their DSP business makes sense, but that's just my opinion.

I have been getting frustrated with ADI's stagnant share price and am thinking about selling. However, I know that when I get this way, something big tends to happen within months.

What are your thoughts? I know you have followed ADI for a long time. Thanks.

Tom
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