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To: Scrapps who wrote (7587)	2/16/2000 4:31:00 PM
From: Elroy	Respond to of 9236

ADI in the CC said they have a very tight relationship with AWRE and it is as good now as it's ever been and that their future together is very strong. Outstanding! Elroy

To: Scrapps who wrote (7587)	2/16/2000 5:40:00 PM
From: Bill	Read Replies (2) \| Respond to of 9236

Oh yeah... you guys are just loading the bases for me. I feel like Tony Perez waiting to knock the cover off the Lee-fus pitch in the '75 series.

To: Scrapps who wrote (7587)	2/16/2000 8:39:00 PM
From: Bobo	Read Replies (1) \| Respond to of 9236

Scrapps, You forgot to mention the part about them not "being technically wed" to AWRE and that they "have their own sw development team." I do not recall these aspects of ADI before. I think they said alot of what they ship "is still AWRE sw." If I recall, this is down from all of what they ship being AWRE. I wonder how long before they decide that AWRE's 10% royalty is eating up their gross margin in an increasingly competitive chip market that is becoming a bigger part of their revenue base. Now see if you can pull a RMBS so I can get a big fat entry point for my short. It will be win/ win. You'll be happy with $100 and I'll get a good entry point. You will take the $100 won't you Scrapps? You might want to think about taking your $50 or $60.