ADI: The SHARCs are circling! Message Board

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Technology Stocks : ADI: The SHARCs are circling!

ADI 232.16

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To: Doug who wrote (1063)	8/19/1998 2:53:00 PM
From: Tom Caruthers	Read Replies (1) of 2882

That was the longest press release from ADI that I remember seeing. If it is any consolation, problems with analog/mixed signal companies like ADI, Maxim and Linear, always come at the end of a semiconductor downturn. ADI says that its DSP biz is doing well and expects 30% annual growth. The TXN CEO has been quoted as saying that for every $1 in DSP sales, there is roughly $1.70 in analog parts to support it. ADI is taking measures to cut costs and stay profitable with a mind on margins. There is a strong possibility that ADI may get taken over. This is a perfect time for industry consolidation....strengthening one's strategic position to benefit from the eventual upturn in the industry. Yes, but things are a mess right now. Good luck all. Tom

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