Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: BostonView who wrote (2193)	9/26/2000 10:36:37 AM
From: Bosco	Read Replies (2) \| Respond to of 2882

Hi BV - if ADI is going to the proceed --- at least part of it --- to make acquisitions, it is likely some of them are pre ipo startups in the FO component arena. In light of her deal with NT in the MEMS space, she is unlikely to go head to head with the gorillas in this space, such as NT, GLW and JDSU. Rather, she is likely to find niche to leverage her expertise in analog and DSP. FO may be a momentum thing, but there is plenty of room to go. NT will likely to continue to dominate the higher bandwidth space, like 10G and even 40G, but ADI can leapfrog into 40G in collaboration with NT. Just a non techie wishful thinking :) best, Bosco