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Technology Stocks : ADI: The SHARCs are circling! -- Ignore unavailable to you. Want to Upgrade?


To: BostonView who wrote (1284)6/22/1999 6:51:00 PM
From: Ken  Read Replies (1) | Respond to of 2882
 
I bought all my shares in the 18 - 20 range and I am still holding. Really see no reason to think we are anywhere near a peak. I feel certain there will be the occasional pullback, but this is one stock (like CSCO and INKT) that I intend to hold for a while.

Ken



To: BostonView who wrote (1284)6/30/1999 10:28:00 PM
From: Jim Oravetz  Read Replies (1) | Respond to of 2882
 
The price movement UP continues. IF I were more liquid in this stock, I would not dump any ADI until it hits at least $70/sh. The analog parts are selling, as well as, DSP. Although ADI is not a big player in the cell phone area, they do some biz. in the analog parts. The I.C. test equi. market as stalled slightly since RAMBUS parts have been delayed in production, so growth will not be good short term. The market for ASDL, IMHO, is set to take off. ADI has worked to position themselves in into this market area. Also, VPN is growing like crazy and ADI has some biz. there. Virtural Private Network's are projected to be a very hot area ( P.S. take a look at HIFN, the chart looks like ADI over the last few months. WARNING:Do the DD)!

The long term prospects, with the Intel co-designed DSP's, look very good in the embedded computing sector.

I guess you could say that I'm still bullish on ADI. Too bad I only have a few :( shares in an IRA account. Maybe a split? I'm hold'n!

Jim