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


To: Scrapps who wrote (2058)8/28/2000 7:11:51 AM
From: BostonView  Read Replies (1) | Respond to of 2882
 
That's certainly a more complete effort by II describing ADI's businesses and recent success, but IMO, they fall short on the future opportunities segment by omitting any reference to Othello; the already pre-preannouncened major handset deal (with four other major vendors likely to do something with it next year), no comment about their joint venture with Intel on the DSP front, and no reference to ADI's emerging presence in the Optical arena, which will also begin to bear fruit next year.

Maybe I'm just nit-picking, but I was looking at the premium Mr. Market is giving AMCC last night. Holy Cow!!

BV