ADI: The SHARCs are circling! Message Board

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Technology Stocks : ADI: The SHARCs are circling!

ADI 234.99

-1.1%

Nov 14 9:30 AM EST

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To: BostonView who wrote (1106)	10/8/1998 6:42:00 PM
From: pat mudge	Read Replies (1) of 2882

I'd say they're looking at a nice bargain. I just listened to the Pairgain cc and they're considering a buy-back, too. In their case it depends on whether an acquisition they're working on goes through. A positive for any company focusing on ADSL, Pairgain's done a 180 from a couple years ago when they said there was no market and wouldn't be for at least 15 years. Their CEO said, "In the past we were conservative. Now, we're changing our view --- some would say dramatically --- [this has happened] in the last three months." He also indicated those companies that have control of the core chips sets would be the winners. It's encouraging to hear a good report from someone on the firing lines. Later -- Pat

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