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

To: BostonView who wrote (1726)	5/18/2000 2:22:00 PM
From: Perry P.	Read Replies (1) \| Respond to of 2882

Re: Wazzup with these whimps? They've been behind the curve for the last three quarters and still don't get it! This JUGGERNAUT deserves a sector leading multiple and corresponding price target. I would say the analysts are a little weary of capacity issues and profit margins. ADI is pretty much at full capacity. The only increase in output will come from their continuing equipment expansions. Their margins are already sky high, which is great, but leaves little room for further expansion especially when their suppliers are raising their prices. I see further growth for sure, but I think the analysts are not going to go out on a limb under these circumstances. I cannot say enough positive things about ADI's breadth of products and ability to keep up with extreme growth in demand. I think they have the recent track record to trust their growth projections. Perry P.