ADI: The SHARCs are circling! Message Board

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Technology Stocks : ADI: The SHARCs are circling!

ADI 228.48

-1.9%

Nov 7 9:30 AM EST

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To: kdavy who wrote (1190)	2/2/1999 11:26:00 PM
From: Jim Oravetz	Read Replies (1) of 2882

Wow such good news and the stock is down -5+ percent. This news caught me by surprise. I thought INTC was picking up business efforts with ARM, as far as DSP. Now they sign one with the rising star in DSP (get better software tools, OK!). My personal opinion, INTC is looking to fill the revenue gap that is coming when corp. America is willing to buy less expensive PC's powered by someone else's CPU. INTC share of the low cost PC dropped from 70+ to 49%. Why not cooperate with someone who's DSP and analog circuit design are a lot better than INTC could get in those areas, a long while? Definite plus sign for ADI. Jim

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