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Non-Tech : Auric Goldfinger's Short List -- Ignore unavailable to you. Want to Upgrade?

To: RockyBalboa who wrote (6647)	10/26/2000 9:08:16 PM
From: oldirtybastard	Read Replies (1) \| Respond to of 19428

AG Edwards downgraded ADI today, they know nothing, ADI hardly exposed to this market(cellular). I would tell you I loaded shares and calls at the close, but I told jkernan not to talk about trades post fact. MXIM was an overvalued POS, NSM who cares. Then again, the tape does not lie, we shall see. Fidelity had many shares GIVEN RECENT NEWS OUT ON NSM AND MXIM, WE FEEL BETTER SITTING ON THE SIDELINES FOR NOW. REDUCING RATING TO MAINTAIN FROM ACCUMULATE. ANALOG DEVICES (ADI/65 1/2) MAINTAIN / AGGRESSIVE ANALYST: CHRIS CHANEY (314)955-3378 NATIONAL SEMICONDUCTOR'S EARNINGS WARNING CONFIRMS OUR BELIEF THAT SUPPLY/DEMAND BALANCE IS SHIFTING BACK IN FAVOR OF BUYERS - SHORTENING LEAD-TIMES AND ALLOWING OEM'S MORE COMFORT HOLDING LESS INVENTORY. THUS, INVENTORY BUILDING MAY BE A THING OF THE PAST AND A SHORT INVENTORY REDUCTION CYCLE IS ON THE WAY - ESPECIALLY AMONG CELLULAR HANDSET MANUFACTURERS. THIS ALONG WITH NEWS THAT NORMAL SEASONAL STRENGTH IN THE COMPUTER INDUSTRY MAY NOT MEET EXPECTATIONS LEADS US TO BELIEVE THAT ANALOG DEVICES IS IN DANGER OF HITTING A SPEED BUMP IN THE NEAR-TERM. ALTHOUGH WE BELIEVE ADI IS IN AN ENVIABLE POSITION GIVEN ITS STRONG PRODUCT LINE-UP, NEAR-TERM CAUTION IS WARRANTED GIVEN ITS HEALTHY MULTIPLE.