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

To: Jim Oravetz who wrote (1675)	4/28/2000 11:07:00 AM
From: BostonView	Respond to of 2882

It sure seems INTC wants to look and act more like an ADI versus a pc-microprocessor company. How flattering! I remember also during the summer doldrums of '98 we were discussing the likes of Intel, TI, or Lucent making a bid for ADI. Of course, the only one buying shares (besides us <gg>) was ADI itself for a split adjusted $6 and change. I'm sure one or more of Mssr.s McGinn, Barrett, and Engibous are kicking themselves now for not acting then when ADI's market cap was under two billion. Six quarters later, they can't buy this juggernaut for less than $30 billion. BV

To: Jim Oravetz who wrote (1675)	5/1/2000 12:35:00 PM
From: BostonView	Read Replies (1) \| Respond to of 2882

I think this marks the third time this quarter ADI has commented on the robust health of its business and the remarkable surge in revenue growth to expect this year. That's right, Jerry, keep pounding them on the head, they'll get it eventually! --snip-- Jerald Fishman, president and chief executive of Analog Devices (ADI: news, msgs), again stated that his company expects revenue to rise 50 percent in fiscal 2000 to roughly $2.3 billion. His company's greatest strengths going forward, he said, lies in its focus on the faster-growing communications market as the semiconductor industry shifts from signal processing to data processing. "We are in the right place at the right time," he said. Asked about what products they're developing in the joint venture with Intel (INTC: news, msgs), Fishman said the companies are working on a high-speed, low-power digital signal processing core for wireless appliances, which he expects to appear toward the end of the year. Fishman also said that the company is beginning to see evidence that its Othello direct conversion radio technology is being adopted and that he expects further Othello-related product announcements between now and year end. Analog Devices shares were recently up 2 1/8 to 78 15/16. cbs.marketwatch.com BV