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


To: Jim Oravetz who wrote (1653)4/18/2000 7:47:00 AM
From: BostonView  Read Replies (1) | Respond to of 2882
 
Looks like those ADI put buyers were right; the street seems unhappy with TI's numbers (down 8 in premarket).

I hope INTC rescues the sector tonight.

BV



To: Jim Oravetz who wrote (1653)4/23/2000 9:39:00 PM
From: Jim Oravetz  Read Replies (1) | Respond to of 2882
 
FWIW, from Barron's SPECIAL REPORT: Our second annual
report card on how well the 500 largest companies perform for
their investors -- according to market performance,
cash-flow return on investment and revenues. The
champion: Broadcom.

Stock Mkt 3-yr Median CFR01 Sales
Rtn CFROI Growth Growth GPA

53 Analog Devices A C A C 3.00
131 Texas Instruments A D B C 2.50
202 Linear Tech B A D D 2.25
210 Maxium A A F D 2.25
220 Nat'l Semi A F A F 2.00
316 STMicroelectronic A D D D 1.75

Other Semi's ahead of ADI(GPA)
1 Broadcom 3.75
2 PMC-Sierra 3.75
11 Altera 3.50
17 RF Micro Dev 3.25
18 AMCC 3.25
26 Vitesse Semi 3.25
52 LSI Logic 3.00

1)rtn relative to SP500
cash flow return on investment (CFROI) developed by holtvalue.com
GPA kind like college grades A=4.0

Jim