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


To: Scrapps who wrote (1391)12/6/1999 11:54:00 AM
From: khacha  Read Replies (1) | Respond to of 2882
 
Are you saying that ADI manufactures ADSL according to Aware's specifications and based on their patents? And so does Lucent?
I read the report from BARS saying that ADSL will be a highly fragmented market with the room from all players, but I want to understand better whether Alcatel, who is the market leader, and ADI compete for the same customers or whether they are serving different segments of the market.



To: Scrapps who wrote (1391)12/6/1999 12:48:00 PM
From: BostonView  Read Replies (2) | Respond to of 2882
 
ABN's David Wu, reiterated ADI's "BUY" today but set a new price target at $100 (he set a target of $80 just last week).

Also, someone set a new earnings target for $2.10. That's the highest I've seen yet.

I think all the targets (earnings and share price) are still too low. And, no, I haven't been to the eggnog yet!

BV