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To: Peace who wrote (209)	7/10/2000 12:57:07 PM
From: Scrapps	Respond to of 2404

Analog Devices Named Fastest Growing Supplier of V.90 Modem Semiconductors NORWOOD, Mass., July 10 /PRNewswire/ -- Analog Devices (NYSE: ADI - news) announced today that it is the fastest growing supplier of V.90 modem semiconductors, according to a recently published industry report by International Data Corporation (IDC). (Photo: newscom.com ) In a report titled ``Modem Semiconductors: 1999 Worldview Market Share Review,'' Analog Devices was cited as the supplier exhibiting the largest increase in both revenue and unit shipments from 1998 to 1999. With growth rates of more than six times its nearest competitor, ADI easily outpaced historical leaders Conexant, Lucent and Texas Instruments in both shipment and revenue growth. According to the report, ADI's revenue increased more than 754 percent and unit shipments increased more than 1,956 percent from 1998 to 1999. ``This report clearly validates Analog Devices' position as the leading merchant-market supplier of V.90 components,'' said Maury Wood, product line director, Custom Silicon Products, Analog Devices. ``The combination of our high-performance analog, mixed-signal and DSP technologies allow us to deliver solid-state DAAs, CODECs and controllerless modem datapump that set the standard for cost, size, and power consumption -- the three basic metrics for modem semiconductors.'' The report also stated that V.90 modem semiconductors proved to be the largest generators of revenue in the 1999 modem semiconductor market. ``Although digital broadband made tremendous strides during the year, V.90 still dominated in terms of overall shipments and revenue in 1999,'' said Kimberly A. Funasaki, senior research analyst, semiconductors, IDC. ``Analog Devices' gain came largely at the expense of Texas Instruments, which it replaced as the primary supplier to 3Com.'' About Analog Devices' V.90 Chipsets Analog Devices is the world's leading merchant-market supplier of high-performance analog and DSP components for V.90 modems. The company's silicon data access arrangement (DAA) products form the heart of the portfolio, providing a high degree of flexibility and programmability for worldwide homologation and field-proven interoperability. Companion coder/decoder (CODEC) devices round out ``soft'' PC modem configurations; DSP- based controllers support PC WinModem(TM) and embedded modem designs. ADI is the key development partner and primary supplier of modem semiconductors to 3Com Corporation, a leader in the networking industry, and Motorola, a leading soft modem supplier. About Analog Devices With revenues of $1.1 billion in the first half of fiscal 2000, Analog Devices is a leading manufacturer of precision high-performance integrated circuits used in analog and digital signal processing applications. Headquartered in Norwood, Massachusetts, the company employs approximately 8,200 people worldwide, and has manufacturing facilities in Massachusetts, California, North Carolina, Ireland, the Philippines and Taiwan. Analog Devices' stock is listed on the New York Stock Exchange and the company is included in the S&P 500 Index. SOURCE: Analog Devices, Inc. ----------------------------------------------------------- IMO...this appears to be indicative of thier ADSL chipsets also. :o)

To: Peace who wrote (209)	7/10/2000 1:30:16 PM
From: jghutchison	Read Replies (1) \| Respond to of 2404

For those following TA, we had a breakout today on a classic William O'Neil cup & handle formation. Projections are for next resistance at the 66-69 level, which happen to correspond with the last cycle high. The trading strategy would be to sell, or hedge on trend reversal at resistance, or alternatively, add to your position on a breakout above the resistance level, provided the breakout occurs on higher than average volume. Vrta is up 14%, responding to a BoA upgrade and $150 target. Efnt is up 7%. Sector doing well, technically speaking. Edge access stocks are continuing to gain momentum, as this is the fastest growing sector in the economy. Jack Hutchison