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

To: Jim Oravetz who wrote (1956)	8/16/2000 8:38:01 AM
From: BostonView	Respond to of 2882

Jim, ADI is certainly hitting these guys over the head (more than prior Q's). And after listening to the Q&A, it's no wonder why. It's pretty clear some analysts are "techies", have been around, and have a good handle on ADI's myriad products, and more importantly, how they fit into various vertical markets ,customer platforms, and geographic opportunties. To be kind, let's just say others are still getting up to speed. ADI has spoon-fed the street with (minimum) revenue and operating margins for next year of $3.7 billion, up from an anticipated $2.5, and 35%, up from 31%. Between Othello, bringing on more capacity, and other potential surprises, it shouldn't be hard for them to do $4 billion next year. At 35% operating, that means $1.4 billion on the bottom line. I've never seen a company go from $1.4 billion in sales to $1.4 billion in earnings in two years. This kind of hyper-growth, starting at a base that large, seems unprecedented. All in a days work for the juggernaut! BV