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

To: Scrapps who wrote (1853)	7/25/2000 8:01:02 AM
From: Jim Oravetz	Respond to of 2882

The Best on the Street Analysts Survey: We rank the analysts who have distinguished themselves as among the very best in the business. (Special section in today WSJ) Semiconductors Stock Picking -- (of 32 analysts in group; median performance score 466.9) Name Honor Firm Performance Score Sandy Harrison Pacific Growth Equities 1829.4 Charlie Glavin Credit Suisse First Boston 1117.7 David Wong* Needham (PW) 1034.5 Tad LaFountain Needham 1009.8 Joseph Osha 2yr Merrill Lynch 886.4 * Winner in more than one category The top five stock pickers in each industry, ranked on their recommendation-performance scores for 1999. Performance scores were calculated on the basis of the estimated performance, including price changes and dividends, of each eligible stock an analyst covered in an industry, with the results weighted according to the strength of each recommendation. For a stock rated a "1," or "strong buy," the return was multiplied by 2; for a stock rated a "2," or "buy," the return was multiplied by 1.5; for a stock rated a "3," or "hold," the return was multiplied by 0; for a stock rated a "4," or "sell" the return was multiplied by -0.5; for a stock rated a "5," or "strong sell," the return was multiplied by -1. The firm listed for each analyst is the one at which the analyst worked the longest during 1999 and the one that gets the credit for his or her achievement. Whenever possible, a footnote indicates if an analyst is no longer at the firm shown. For each industry, the number of analysts evaluated and their median score are shown. Footnotes 2 Two-year winner 3 Three-yr 4 Four-yr ….. ADI was not on any of the top three analysts (few picks) that got into print. Re: BB purchase. BB has some top flight analog designers and many products that compete directly with ADI. You can go to the ADI web site and find "equivelent" parts lists - substitute parts that are close in performance to what BB or others make. BB is also very good at A/D and D/A converter technology. I will try and listen to the interview later today(@home). I've said this before, DSP's cruch the converted digital data, but the real world interface is analog. The BB purchase is a plus for TXN because it broadens their product offerings. edit: sorry the table looks so bad! Jim