ADI - Analog Devices vs. LLTC Linear Technology Message Board

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Technology Stocks : ADI - Analog Devices vs. LLTC Linear Technology

LLTC 65.00

0.0%

Mar 20 5:00 PM EST

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To: Al Whitehead who wrote (1)	4/18/1996 1:28:00 PM
From: HB	of 39

Hello everyone-- I couldn't agree more with Al about the fundamentals of ADI as a company. They are one of the top companies around in integrating mechanical devices onto chips... my sense is that this will provide plenty of new products over the next decade. A friend who does research in this area (silicon micromachines) also feels ADI is on the cutting edge here. Re the drop in Linear Tech... there is talk in the air that the more commodity-like end of analog chips may see increased competition soon due to big increases in capacity.... LT's announcement suggests this is true. I think this area (opamps and such) is around 40% of ADI's business. Unfortunately, this made me hesitate to buy ADI in Feb. Does anyone have a better sense than I do whether this is the case? If so, we may see a good buying opportunity for ADI after the slowdown develops, fears are fanned etc... Yikes, just looked at the current quote.... maybe this is a bit of a buying opp! HOward

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