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

To: Jim Oravetz who wrote (1294)	8/6/1999 6:44:00 PM
From: Ren Liu	Read Replies (1) \| Respond to of 2882

I think ADI's turnaround story is real. One area to confirm this story is to look into the insider trading pattern. Traditionally, ADI's CEO has constantly exercised his option in big blocks. For the last 8 months, he has no much of the trading activity. I have followed ADI for five years, such a quiet period is pretty unusual. I hope this one will soon become another home run just like QCOM.

To: Jim Oravetz who wrote (1294)	8/16/1999 10:45:00 PM
From: Jim Oravetz	Read Replies (1) \| Respond to of 2882

Analog Devices is Clear Market Leader in ADSL ..Dataquest Inc., a unit of GartnerGroup Inc. (NYSE: IT), ranked Analog Devices number one in sales of ADSL chip sets in 1998, according to a report entitled, "DSL and Cable Modem Chip Markets Race Ahead," published on April 26, 1999. The report stated that ADI's AD20msp910 full-rate chip set is designed into more than a third of the unit shipment market in 1998. A more recent report published on July 12, 1999 entitled, "Worldwide xDSL Market Share and Forecast, 1999," indicated three of the top five companies worldwide are customers of Analog Devices' ADSL solutions. The report also concluded that Analog Devices' customers captured 60 percent of the market share in 1998..... quicken.com Earnings out 8/18 according to the IR web site. Another upgrade. Let's see some good numbers! ASDL is currently a fairly small market, somewhere around 400K installs vs 1M or so for cable modems. Both should grow exponentially over the next few years. Hard to say if one technology will become more dominant. IMHO, ASDL has the long term edge since it is not a shared medium (i.e. more users, lower performance). Jim