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

To: Scrapps who wrote (2355)	11/1/2000 2:04:50 PM
From: BostonView	Read Replies (1) \| Respond to of 2882

Here's the detail on JP Morgan's rationale for their broad sector downgrade today: cnetinvestor.com There does seen to be some mounting evidence of a slowdown in semiville; however, I still think (perhaps blindly so) that ADI has limited exposure to the two widely sighted reasons; handhelds and PC's. I've cancelled my buy at $56.50, but will fill the buy at $58.50, probably today. That said, I'm keeping a tight stop on my entire ADI position (going back now two years), thinking that if ADI breaks $57+ it will probably get much uglier. I still think they should pre-announce earnings and forecast! If they don't, which makes even more sense now than when I first asked for it a week ago, then they may, in fact, be seeing some minor order delays or pull backs (which in reality means they grow 40%, not 60% in H1, 2001). Not shabby, but look what the market did to NT for admitting it's growing faster than the market, but not as fast as prior Q's. Time for caution here, IMO. BV

To: Scrapps who wrote (2355)	11/2/2000 1:28:31 AM
From: slacker711	Read Replies (2) \| Respond to of 2882

"The ministry forecast local high-speed users to reach 3.5 million by the end of the year, more than twice June's mid-year tally of 1.5 million. By access category, ADSL (asymmetric digital subscriber lines) accounted for 1.4 million high-speed users, followed by cable TV-based Internet services at 994,164 and local area networks for apartment complexes at 519,618." I'm curious where you got this press release....the numbers I have found are even more optimistic. From the MIC website....this is a link to the English version of the website. It is a little behind and doesnt have the September numbers yet.... mic.go.kr ADSL Monthly Total Gain June 936 July 1173 237 Aug. 1438 265 Sep. 1728 290 If the trend continues until the end of October, I expect Korea will have 80% sequential growth in ADSL subs during ADI's third quarter. If ADI a has bad quarter, it is unlikely to be because of DSL. Slacker