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

To: Jim Oravetz who wrote (1896)	8/9/2000 1:42:13 PM
From: Scrapps	Respond to of 2882

"IMHO, there is not a single technology that is driving ADI." But of course not. All systems are go...that is what makes this such a good investment. Damned the torpedoes...full speed ahead.

To: Jim Oravetz who wrote (1896)	8/9/2000 6:24:33 PM
From: Jim Oravetz	Respond to of 2882

Not Even a Summer Slowdown in Semis S&P's Thomas Smith sees numerous strong buys among chip stocks, including Novellus, Analog Devices, and even downtrodden LSI NEW YORK, Aug. 07 (Business Week Online) - Thanks to the information revolution, top-ranked stocks abound in the semiconductor world. And the correction in that market arena is almost over. So says Thomas W. Smith, Standard & Poor's equity analyst covering stocks of semiconductor and semiconductor-equipment companies. Smith reports as one good sign the fact that the usual summer slowdown in demand did not occur this year. Because of the cell-phone boom, in fact, there's a shortage of capacitors, which leads to S&P giving its highest ranking (, under the Stock Appreciation Ranking System ) to such companies as Vishay Intertechnology and Kemet. Q: Tom, as our hour nears its close, sum up for us the 5-Star, or S&P strong buys, on your stock list. A: We have many 5-Stars on my semiconductor and semiconductor-equipment list. Among the chipmakers, we have some analog companies, including Maxim Integrated Prod (MXIM), Analog Devices (ADI), and Xilinx Inc (XLNX). We have the largest foundry company, Taiwan Semiconductor Mfg ADS (TSM), and Atmel, as a play on flash memory. LSI Logic is our offering in the ASIC area. Among the semiconductor equipment manufacturers, we carry AMAT, NVLS, and Kulicke & Soffa Ind (KLIC). Two others, in electronic components: VSH is a 5-Star, and so is Amkor Technology (AMKR). ragingbull.altavista.com Token ADI memtion at the very end. At least we made the headline! Jim